Analyst, Structured Notes

The role

This role manages and implements structured note investment strategies and monitors and trades client accounts. The analyst works with the portfolio manager, advisors and clients to support investment decisions and build customized solutions for high-net-worth individuals and institutions.

What you will do

• Manage client portfolios and implement investment decisions for structured note strategies.
• Monitor account positions and analyze client portfolios to support portfolio management decisions.
• Generate and execute account-level trades across equities, fixed income, options and OTC structured products.
• Invest new accounts, liquidate terminated accounts and rebalance portfolios after contributions and withdrawals.
• Research and develop customized investment solutions for high-net-worth individuals and institutions.
• Support product development through investment research and analysis.
• Conduct research at the portfolio manager's direction and track macroeconomic developments.
• Improve trading processes and procedures to increase efficiency and strengthen trade execution.
• Communicate with advisors and clients about their accounts and explain investment strategies clearly.

Required qualifications

• Bachelor's degree in business and/or finance.
• One to three years of investment experience.
• General knowledge of common investment strategies.
• Proficiency in Microsoft Excel.
• Strong analytical and problem-solving skills.
• Clear communication skills.
• Organization and attention to detail.
• Ability to stay focused and effective under pressure during periods of high trading activity.

Nice to have

• A graduate degree.
• Chartered Financial Analyst (CFA) designation or another professional designation.
• Experience with fixed income trading.
• Experience with order or trade management systems.

About the company

Mariner is a firm that gives associates progressive opportunities and supports professional growth and community involvement. It describes an innovative workplace with a culture of teamwork and work-life balance.