Senior Analyst, Trading

Overview Mariner is seeking strong candidates for a full-time, remote Analyst/Sr. Analyst, Trading position. In this pivotal role, you will manage and maintain internal asset allocation model portfolios and equity SMA strategies across client accounts. Your primary responsibility will be to implement portfolios, oversee portfolio drift and cash needs, ensure model alignment, and coordinate rebalancing activities to uphold the highest standards of portfolio management. The successful candidate will demonstrate strong analytical and organizational skills, meticulous attention to detail, and a comprehensive understanding of portfolio management concepts and investment operations. As a key contributor, you will closely collaborate with internal teams to keep portfolios aligned with model objectives, while driving process enhancements and operational scalability initiatives. Key Responsibilities Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accountsMonitor client portfolios for model drift, cash needs, and allocation tolerance thresholdsInitiate and execute portfolio rebalancing activities to maintain alignment with assigned modelsOversee the seamless implementation of new accounts into model portfolios and investment strategiesMonitor portfolio activity to ensure adherence to investment guidelines and model objectivesCoordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficienciesMaintain and update accurate portfolio, account, and model data within portfolio management and trading systemsProvide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and PershingIdentify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio managementSupport the ongoing development and enhancement of internal portfolio management processes and proceduresDevelop advanced expertise in portfolio management systems and tools used across the organization Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred)Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar fieldSeries 65 preferred; required for advanced positionsExperience with portfolio management, rebalancing, or trading systems (preferred)Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred) Knowledge, Skills, And Abilities Deep understanding of portfolio management and investment conceptsExcellent analytical and problem-solving abilitiesStrong attention to detail and ability to manage multiple priorities in a fast-paced environmentIndependent and self-motivated, with minimal supervision requiredEffective organizational and time management skills with a sense of urgencyStrong technical aptitude and ability to quickly master new systems and technologiesAdvanced proficiency in Microsoft Excel and experience analyzing large data setsCritical thinking skills and sound decision-making abilitiesStrong written and verbal communication skillsCollaborative approach to working with internal stakeholders and cross-functional teamsHigh level of professionalism and commitment to operational accuracy and consistency We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/V Compensation Range: $51K - $85.4K