- 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 clients plan to the investment policy statement.
- Other projects as requested by the supervisor
- Bachelor's degree from an accredited college or university
- 3 years of relevant professional experience preferred
- CFA Investment Foundations program required within 6 months of start date or enrollment in the CIPM program
- Certification, Designation, or Membership in industry specific organization (CIPM, etc.)
- 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.
- High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit
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Analyst, Institutional Performance Reporting - Clayton - Mariner
Description
Job DescriptionJob Summary:
The Performance Reporting Analyst is responsible for performance measurement, reporting, and investment policy monitoring for client investment plans. The Performance Reporting Analyst supports multiple institutional clients and plan types. The role requires an understanding of time and dollar weighted performance computations and various statistical concepts across public and open-ended private investments.
Essential Duties and Responsibilities:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move pounds. Visual requirements include distant, close and color vision, and ability
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.
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