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Senior Analyst, Trading

Role overview

Qualifications

  • Bachelor’s degree in Economics, Finance, MIS, or a related business field required.
  • 3+ years of trading or financial operations experience preferred.
  • Experience with rebalancing or trading order management systems (OMS) such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or similar systems.
  • Proficiency in Excel; experience with VBA is preferred.

Responsibilities

  • Manage daily trade flow across multiple brokers and custodians, monitoring orders and adjusting execution strategies in response to market conditions and order size.
  • Execute large and complex orders across various product lines using algorithmic trading tools and established execution strategies.
  • Coordinate with internal teams, brokers, and custodians to manage significant orders, resolve execution issues, and identify opportunities for process improvement.
  • Identify, research, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process changes to minimize errors.

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • English

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Organizational Skills
  • Communication
  • Decision Making
  • Analytical Skills
  • Time Management
  • Adaptability

About the company

Mariner logo

Mariner

Financial Services

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge β€” and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Senior Analyst, Trading

 

Mariner is seeking a highly motivated Senior Analyst, Trading to join our rapidly expanding trading and operations team. This is a unique opportunity for professional growth within a dynamic, entrepreneurial environment. We are looking for candidates who set high standards for themselves, excel in client service, thrive in fast-paced environments, and are eager to broaden and enhance their technical expertise.

 

Key Responsibilities

 
  • Manage daily trade flow across multiple brokers and custodians, monitoring orders and adjusting execution strategies in response to market conditions and order size.

  • Execute large and complex orders across various product lines using algorithmic trading tools and established execution strategies.

  • Coordinate with internal teams, brokers, and custodians to manage significant orders, resolve execution issues, and identify opportunities for process improvement.

  • Identify, research, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process changes to minimize errors.

  • Deliver exceptional client service to internal teams by promptly addressing inquiries, troubleshooting problems, and responding urgently to time-sensitive requests.

  • Master multiple trading software systems and provide user support for troubleshooting.

  • Support the rollout and implementation of a new rebalancing system, including conducting parallel portfolio rebalances, analyzing any variances, and communicating with software vendors as needed.

  • Review and update trading system settings to optimize trading efficiency and precision.

  • Recommend and assist with enhancements to trading processes and systems, consistently seeking greater efficiency and effectiveness.

  • Contribute to projects that involve new software evaluation, onboarding new firms to existing systems, and driving process improvements through technology.

 

Qualifications

 
  • Bachelor’s degree in Economics, Finance, MIS, or a related business field required.

  • 3+ years of trading or financial operations experience preferred.

 

Skills & Knowledge

 
  • Superior attention to detail, organizational skills, and time management abilities.

  • Excellent client service and communication skills.

  • Strong aptitude for technology with the ability to adapt quickly to change.

  • Solid decision-making and analytical abilities.

  • Experience with rebalancing or trading order management systems (OMS) such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or similar systems; experience with Charles River is a plus.

  • Proficiency in Excel; experience with VBA is preferred.

 

We invite you to explore a career at Mariner, where our associates enjoy a challenging and innovative work environment that fosters camaraderie, teamwork, and ongoing professional development. As a growth-oriented, entrepreneurial firm, Mariner recognizes and rewards talent, experience, and ambition.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.


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