[Remote] Senior Wealth Analyst
Note: The job is a remote job and is open to candidates in USA. Mariner is a firm focused on providing advisory services to Ultra High Net Worth clients. The Senior Wealth Analyst is responsible for offering technical support to the advisory team through data gathering, investment analysis, and assisting in the preparation of financial statements and presentations.
Responsibilities
- Review, model, analyze, and rebalance investment portfolios
- Develop an understanding of investments, markets, and planning
- Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports
- Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input
- Create and deliver prospective client proposals and inventories
- Become an expert in one of the core disciplines/tools (technology, concept, etc.)
Skills
- Bachelor's degree in Finance, Accounting, Economics or similar field required
- Minimum of 3 years of experience in similar role required
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment
- Organized, analytical, and detail oriented
- Self-motivated and independent yet exhibits a team player attitude
- Indomitable work ethic and the willingness to work additional hours as needed
- Strong willingness to learn
- Outstanding written and verbal communication skills
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.)
- Demonstrated related experience may substitute for preferred education
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