Senior Analyst, Trading

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. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V