Analyst, Trading & Operations

Analyst, Trading & Operations

Mariner is seeking a motivated Analyst, Trading & Operations to join our rapidly growing trading and operations team. This position offers significant opportunities for professional growth in a dynamic, entrepreneurial environment. We are looking for individuals who hold themselves to high standards, excel at client service, thrive in fast-paced settings, and are eager to develop and expand their technical skills.

Key Responsibilities

• Deliver outstanding client service to internal teams by answering inquiries, troubleshooting issues, and responding urgently to time-sensitive requests

• Actively build and maintain strong relationships with internal partners

• Collaborate with custodians, brokers, software vendors, and other industry contacts to research and resolve complex issues

• Master multiple trading software systems and provide user support for troubleshooting

• Support the implementation of a new rebalancing system, including running parallel portfolio rebalances, analyzing variances, and communicating with the software vendor as needed

• Execute trades requested by internal teams, ensuring accuracy and quality by following established checklists and guidelines

• Efficiently manage and prioritize multiple high-urgency tasks

• Review and update trading system settings to optimize trading efficiency and precision

• Perform routine daily, weekly, and monthly cross-checks to support operational integrity

• Recommend and assist with improvements to processes and systems, continually seeking out opportunities for greater efficiency and effectiveness

• Contribute to projects involving new software discovery, onboarding new firms to current systems, and process enhancement initiatives leveraging available technology

Qualifications

• Bachelor’s degree in Economics, Finance, MIS, or a related business field required

• 1-3 years of trading or financial operations experience preferred

• FINRA Series 65 required within 6 months of employment

Skills & Knowledge

• Exceptional attention to detail, organizational, and time-management abilities

• Superior client service and communication skills

• Strong aptitude for technology and adaptability to change

• Solid decision-making and analytical skills

• Experience with rebalancing or trading order management systems (OMS) such as Orion Advisor Services, Eze Castle, Envestnet Tamarac, Moxy, RedBlack, Morningstar TRX, iRebal, TradeWarrior, or similar systems is a plus

• Proficiency in Excel; VBA experience preferred

We welcome your interest in joining the Mariner team. Our associates enjoy an innovative and challenging work environment that values camaraderie, teamwork, and continuous professional development. Mariner is a growth-oriented, entrepreneurial firm that recognizes and rewards talent, experience, and ambition.

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.

EOE M/F/D/V