Senior Performance Reporting Analyst - Hybrid

Job Location(s) US-FL-Winter Park
Posted Date 1 week ago(6/11/2024 11:10 AM)
# 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.

 

The Senior Performance Reporting Analyst is a critical part of the Mariner Institutional team, responsible for performance measurement, reporting, investment policy monitoring, investment administration, and projects support for complex client investment plans. This role supports multiple institutional clients and plan types and requires an understanding of time and dollar weighted performance computations and various statistical concepts across public and private investments.

 

If you are highly analytical with a strong attention to detail and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional with a solid understanding of mathematical computations, investment performance methodologies, and risk statistics.



 

Responsibilities

  • Onboarding and setup of new clients including internal systems setup, historical performance input, and report creation
  • Calculate and reconcile performance with investment managers and custodians
  • Create, maintain, and generate client reports on a monthly and quarterly basis
  • Monitors adherence of the client’s plan to the investment policy statement
  • Provides client investment administration and project support
  • Mentors and provides training to team members
  • Participates in other department initiatives as directed by the Performance Reporting Director or Managing Director

Qualifications

 

  • Bachelor’s degree from an accredited college or university
  • CFA Investment Foundations Program required within 6 months of start date, or enrollment in CIPM or CFA program
  • 6 years of relevant professional experience preferred

 Skills and Knowledge

  • Works with a high degree of accuracy and detail orientation
  • Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
  • Ability to think critically and solve problems leveraging available resources
  • Solid understanding of mathematical computations, with exceptional knowledge in investment performance methodologies and risk statistics
  • Solid understanding of the global investment industry including, but not limited to financial markets, participants and organizations, asset classes, investment instruments and vehicle types, and understanding of economics concepts
  • High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, PowerPoint, and Adobe/Foxit
  • Excellent verbal and written communication skills, delivered to a variety of audiences (clients/peers/Advisors, etc.)

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. 

 

 

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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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