Investment Analyst - State College, PA

Job Location(s) US-PA-State College
Posted Date 1 month ago(4/26/2024 2:42 PM)
# of Openings
1
FLSA Status
exempt
Category
Investment Management

Overview

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

 

We are seeking an Investment Analyst to join our State College, PA team. The primary responsibilities will include the communication of investment strategies with wealth advisors as well as management and implementation of our strategies.  This is a chance to join a firm with significant opportunity for growth. People that are successful in this role have a strong attention to detail, appreciate working in a strong team environment, are motivated to put the client first and are passionate about analytical work.

Responsibilities

  • Create client investment proposals including investment recommendations and related research information.
  • Conduct research on portfolio holdings as requested and stay current on market and stock specific news.
  • Manage customized client portfolios and work with advisors to support client goals.
  • Research and create customized investment solutions for high-net-worth individuals.
  • Responsible for the timely and accurate execution of work throughout the day as requested.
  • Continuously strive to improve processes and procedures to gain efficiency.
  • Primary contact for advisor questions and requests.
  • Effectively communicate to advisors the best solutions for their clients.
  • Provide analysis on client accounts and portfolio management decisions. 
  • Participate in business development meetings with leadership.

Qualifications

  • Bachelor’s degree in business, finance or accounting is required.
  • 1+ years of investments or financial services experience.
  • Series 65 preferred.

Skills and Knowledge

  • Excellent communication skills.
  • Experience with Adobe, Tamarac, Morningstar, eMoney a plus.
  • Proficient in Excel.

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

 

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. 

 

 

EOE M/F/D/V

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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

 

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

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