Mariner
IOT • Predictive Maintenance • Predictive Analytics • Deep Learning • AI
11 - 50 employees
💰 Series A on 2022-03
Analyst - Independent Portfolio Management & Consulting
November 21
Mariner
IOT • Predictive Maintenance • Predictive Analytics • Deep Learning • AI
11 - 50 employees
💰 Series A on 2022-03
Description
• Understand all aspects of the portfolio management software to assist independent advisor teams • Work with independent advisors to effectively manage client portfolios • Coordinate the onboarding of new independent advisor teams and their client portfolios • Set up new client portfolios in portfolio management software • Perform portfolio reviews looking for opportunities to rebalance, tax-loss harvest, and generate cash • Assist in creating client proposals based on models used with independent advisors • Ensure data is updated and accurate
Requirements
• Bachelor’s degree in Accounting, Finance, or other related business major preferred • 3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience • Progress towards CFA designation is preferred but not required
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