Analyst, Trading & Operations

Mariner is a growth-oriented, entrepreneurial firm seeking an Analyst, Trading & Operations to join its trading and operations team. The role focuses on providing internal client service, executing trades, supporting trading system implementations, troubleshooting issues, and improving operational processes and systems.

What you'll do:

• 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

What they're looking for:

• Bachelor's degree in Economics, Finance, MIS, or a related business field required
• FINRA Series 65 required within 6 months of employment
• 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
• Proficiency in Excel; VBA experience preferred
• 1-3 years of trading or financial operations experience preferred
• 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

Benefits:

• Significant opportunities for professional growth
• Progressive opportunities and active support for professional growth
• A workplace culture that fosters camaraderie and teamwork
• Work-life balance
• Remote work arrangement