Mariner
Posted 20 days agoVerified live 1d ago
Senior Analyst, Trading
Brief overview
Remote
UndergradOr in progress
$51k–$85k/yrStated range
2+ yrsMinimum
1 H-1B approvalsDept. of Labor
Portfolio ManagementInvestment ManagementTrading OperationsPortfolio RebalancingSeries 65Unified Managed Accounts (UMAs)FidelityCharles SchwabPershingMicrosoft ExcelLarge Dataset Analysis
About the company
Marinermarinerwealthadvisors.com
Your wealth plan shouldn’t sit still. Neither do we.
Visa sponsorship history
2 years sponsoring, last filed FY2026
Data powered by U.S. Department of Labor. This does not guarantee sponsorship for this specific role.1H-1B approved
100%approval rate
$123,600median wage / yr
H-1B Petition ApprovalsVisas USCIS actually granted: the strongest sign the company sponsors.
20251
LCA Certified ApplicationsAn early filing step, not a visa approval: it signals intent, not confirmed sponsorship.
20261
Top sponsored roles
Tax Manager
Job description
Summary
Mariner is seeking a full-time, remote Analyst/Sr. Analyst, Trading to support portfolio management and investment operations. The role manages asset allocation model portfolios and equity SMA strategies, monitors portfolio drift and cash needs, executes rebalancing, and improves portfolio management workflows and systems.
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
- • Minimum of 2 years' experience in portfolio management, trading operations, investment management, or a similar field
- • Deep understanding of portfolio management and investment concepts
- • Excellent analytical and problem-solving abilities
- • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- • Independent and self-motivated, with minimal supervision required
- • Effective organizational and time management skills with a sense of urgency
- • Strong technical aptitude and ability to quickly master new systems and technologies
- • Advanced proficiency in Microsoft Excel and experience analyzing large data sets
- • Critical thinking skills and sound decision-making abilities
- • Strong written and verbal communication skills
- • Collaborative approach to working with internal stakeholders and cross-functional teams
- • High level of professionalism and commitment to operational accuracy and consistency
- • Bachelor's degree in Finance, Accounting, Economics, or a related business field (preferred)
- • Series 65 preferred
- • Experience 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)
Qualifications
Must Haves
- • Minimum of 2 years' experience in portfolio management, trading operations, investment management, or a similar field
- • Deep understanding of portfolio management and investment concepts
- • Excellent analytical and problem-solving abilities
- • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- • Independent and self-motivated, with minimal supervision required
- • Effective organizational and time management skills with a sense of urgency
- • Strong technical aptitude and ability to quickly master new systems and technologies
- • Advanced proficiency in Microsoft Excel and experience analyzing large data sets
- • Critical thinking skills and sound decision-making abilities
- • Strong written and verbal communication skills
- • Collaborative approach to working with internal stakeholders and cross-functional teams
- • High level of professionalism and commitment to operational accuracy and consistency
Nice to Haves
- • Bachelor's degree in Finance, Accounting, Economics, or a related business field (preferred)
- • Series 65 preferred
- • Experience 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)
Benefits
- Full-time remote work
- Progressive opportunities
- Professional growth support
- Support to achieve career goals
- A diverse culture
- A workplace culture that fosters camaraderie and teamwork
- Work-life balance
