Mariner

Research Analyst

Sarasota, FL

Sponsorship not specifiedDetected 78 days ago

ExcelResearchCommunicationPublic SpeakingOrganizational Skills

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

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.

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)

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.

This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.