Remote Trading & Portfolio Management Analyst

Openkrill; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

Mariner Wealth Advisors is seeking a full-time, remote Analyst/Sr. Analyst in Trading to manage internal asset allocation model portfolios and equity SMA strategies across client accounts.

You will ensure model alignment, oversee rebalancing, and drive operational scalability with cross-functional teams. The role requires a Bachelor’s degree in finance-related field and at least 2 years in portfolio management or trading operations, with Series 65 preferred for advanced positions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related business field (preferred).
• Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or similar field.

Responsibilities

• Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts.
• Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds.
• Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models.
• Oversee the seamless implementation of new accounts into model portfolios and investment strategies.
• Monitor portfolio activity to ensure adherence to investment guidelines and model objectives.
• Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies.
• Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems.
• Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing.
• Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management.
• Support the ongoing development and enhancement of internal portfolio management processes and procedures.
• Develop advanced expertise in portfolio management systems and tools used across the organization.

Skills

Portfolio management

Analytical thinking

Excel

Written and verbal communication

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics or related field

Tools

Portfolio management systems

Fidelity

Schwab

Pershing

Job description

Mariner Wealth Advisors is seeking a full-time, remote Analyst/Sr. Analyst in Trading to manage internal asset allocation model portfolios and equity SMA strategies across client accounts.

You will ensure model alignment, oversee rebalancing, and drive operational scalability with cross-functional teams. The role requires a Bachelor’s degree in finance-related field and at least 2 years in portfolio management or trading operations, with Series 65 preferred for advanced positions.