Mariner Wealth Advisors
Research Analyst
Sarasota, FL
Sponsorship not specifiedDetected 80 days ago
ExcelResearchCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office
About the role
- 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.
- Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations
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
- The Research Analyst will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation to support our local portfolio managers.
Nice to have
- 3 years experience in the financial services industry
- Advanced proficiency in Microsoft Excel and PowerPoint
- proficiency with financial data platforms (e.g., Bloomberg)
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)
Company info
- 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.
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