Mariner Holdings

  • Fixed Income Portfolio Analyst

    Job Location(s) US-MO-Brentwood
    Posted Date 3 months ago(3 months ago)
    Entity
    AIP - Ascent Investment Partners
    # of Openings
    1
    Category
    Investment Management
    Job Closing Date
    9/17/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    Mariner Wealth Advisors’ Fixed Income team (previously Ascent Investment Partners, LLC) is an investment manager with over $850 million in assets. Our separately-managed accounts provide the foundation of clients’ long-term fixed income asset allocation.  Their objective is to carefully balance risk and return, building all-weather, customized portfolios designed to protect principal and provide steady income through various market environments.

     

    We are currently seeking a full-time Fixed Income Portfolio Analyst to provide trading and administrative support in our St Louis, MO office.

    Responsibilities

    • Monitoring and directing advisor and client communications and requests to team members
    • Assisting the investment team with internal reports and account maintenance
    • Working closely with traders to help facilitate execution of individual trades
    • Assisting with the processing of trades and morning trade reconciliation
    • Answering phones and general clerical work
    • Assisting with all other business functions as needed

    Qualifications

    Education

    • Bachelor’s degree
    • Willingness to work toward CFA designation preferred

    Other Qualifications

    • 1-5yrs administrative, trade processing, or other investment experience, preferably with a buy-side firm
    • Experience with Salesforce, Bloomberg, Orion, and/or Investor Tools Perform a plus
    • Ability to represent the firm in a professional, friendly, and helpful manner
    • Strong attention to detail and accuracy
    • Excellent verbal, written, and interpersonal skills
    • Ability to work independently and within a team
    • Willingness to assist with a wide variety of tasks
    • Highly motivated, with wide-ranging intellectual curiosity
    • A positive attitude and sense of humor to build camaraderie within the office

    EOE/M/F/D/V

    Options

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