Research Analyst

Job Summary: The Research Analyst will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation to support our local portfolio managers. You will work as part of a specialized team that manages portfolios on a discretionary basis and assists advisors with investment planning, prospective client presentations, portfolio implementation, and ongoing portfolio monitoring. The ideal candidate is a detail-orientated self-starter who thrives working as part of a professional team. A dedication to performing operational tasks with precision and addressing internal or client needs with a technically accurate and concierge-like approach is vital to the success of this position. Essential Duties and Responsibilities: - Performs fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfolios - Analyzes macro- and microeconomic data that drives the construction of asset allocation models - Performs data compilation and generates research reports for investment team use - Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations - Assists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributions - Provides client service functions Skills: - Strong verbal and written communication skills - Excellent organizational skills - Conducts himself/herself with integrity in a responsible, professional manner and appearance Required Education and Experience: - Bachelor’s degree in a finance-related field preferred - 0 - 3 years experience in the financial services industry - Advanced proficiency in Microsoft Excel and PowerPoint; proficiency with financial data platforms (e.g., Bloomberg) - Series 65, Chartered Financial Analyst® (CFA®) charterholder and/or CFP® certificate (or willingness to pursue) #LI-MK1 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 https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V