Achieve. Evolve. Lead. At Mariner’s inception, there was only one goal. The co-founders simply wanted to build a company they could be proud of while always putting the client first. It is on this foundation each company within the Mariner family is built. As a rapidly growing financial services firm, every action and every decision starts and ends with what is best for our clients.
Mariner is seeking a Manager, Portfolio Analysis in the Overland Park, Kansas office. The Portfolio Analyst’s primary responsibility is to manage the assigned portfolios by reviewing for tax harvesting, opportunistic rebalancing and cash investment needs. They will work with the wealth advice teams to understand the client needs & goals, set up the portfolios appropriately, then be responsible for all trades, and management of the strategy intended.
We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.