Analyst, Portfolio Management
Location
United States
Posted
21 hours ago
Salary
$75K - $90K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Analyst, Portfolio Management
Mariner
Role Description We are currently seeking strong candidates for a full-time Analyst, Portfolio Management to work remotely. The Analyst’s primary responsibility is to manage the assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs. They will work with advisors and wealth teams to understand the client's needs & goals, set up the portfolios appropriately, then be responsible for all trades and management of the investment strategy. - Understand all aspects of the portfolio management software and how it can be leveraged to assist wealth teams - Champion the adoption of portfolio management tools across Mariner - Work with wealth teams and the trading team to effectively manage client portfolios - Coordinate the onboarding of wealth advisory teams from legacy portfolio management systems to the current system - Set up new client portfolios in portfolio management software - Perform portfolio reviews looking for opportunities to: - Rebalance - Tax-loss harvest - Invest or generate cash depending on need - Ensure data is updated and accurate Qualifications - 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 - Series 65 or equivalent Requirements - Works well independently with minimal supervision; Self-starter - Able to handle multiple tasks with an appropriate sense of urgency - Sound decision-making abilities - Excellent analytical, written, and verbal communication skills - Strong attention to detail, time management, and organizational skills - Excellent customer service skills to provide optimal service to our internal clients - Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.) - Preferable to have strong understanding of portfolio analysis & investment concepts, including but not limited to: - Portfolio construction metrics - Investment Styles - Correlation - Tax-loss harvesting rules - High degree of technical aptitude with ability to: - Quickly learn multiple software programs - Create reports using raw excel data - Interpret data - Possess a growth mindset and ability to handle a fast-paced environment and constructive feedback Benefits - We believe in giving associates progressive opportunities - Actively nurturing professional growth - Giving back to the community - Dedicated to building a diverse culture where everyone has the support they need to achieve their career goals - Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance
Related Guides
Related Categories
Related Job Pages
More Analyst Jobs
Role Description UPMC Health Plan has an exciting opportunity for a Quality Improvement Analyst, Senior position in the Medicare department. This is a full-time position working Monday through Friday daylight hours. This is a remote position, preferably in the Eastern Standard Time Zone. Applicants with Health Plan experience will be highly considered. The Quality Improvement Analyst, Senior will manage comprehensive analysis of data and information for various UPMC Health Plan products and programs. The role includes: - Taking a leadership role in the enhancement, development, documentation, and communication of identified variances and assessment of strategic opportunities. - Understanding the causes of quality, clinical trends, and anomalies. - Identifying opportunities to improve clinical and quality performance using knowledge from various sources. - Articulating opportunities to internal and external audiences, implementing solutions, and tracking progress. - Weighing practical considerations and potential barriers to successfully implement new programs and processes. Responsibilities include: - Independently prioritizing and managing 3-to-5 advanced quantitative and/or statistical analytics projects simultaneously. - Applying advanced data extraction and manipulation skills, complex analysis methods, statistical analysis, and data visualization tools. - Producing a combination of quality analysis and clinical utilization analysis to generate insights into drivers of Health Plan performance. - Routinely analyzing quality and clinical results. - Demonstrating attention to detail and initiative in discovering errors in data or analyses. - Developing knowledge and expert understanding of all products and benefit designs of UPMC Health Plan insurance offerings. - Producing customer-oriented reports that provide business context for the analysis and recommendations. - Becoming increasingly familiar with basic medical claims terminology to interpret the impact of care delivery on Health Plan performance. - Consistently demonstrating a strong customer orientation, producing analyses on-time and communicating results effectively. Quality Improvement is a fluid, dynamic, fast-paced environment. The successful employee is comfortable with ambiguity in priorities and maintains professionalism and a team-player attitude in the face of analytical challenges of moderate-to-high complexity. Qualifications - Bachelor's degree in business, mathematics, statistics, health care management, decision sciences, or a similar field, or equivalent work experience. - Master's degree preferred. - Minimum of four years of work experience in an analytics job function; six years are preferred. - Demonstrated expertise in particularly relevant analytical methods or health care business domain may reduce time-in-position requirements. Requirements - Licensure, Certifications, and Clearances: Act 34. Company Description UPMC is an Equal Opportunity Employer/Disability/Veteran.
Clinician Compensation Analyst
Smile BrandsSmile Brands works with general and multispecialty dental groups in the United States to provide support services, and through its work, it supports over 7,500
Role Description We are seeking a Clinician Compensation Analyst to join our team in supporting our DecisionOne Dental group. This role is responsible for administration, analysis, and reconciliation of dentist compensation programs. This role partners closely with Finance, Operations, and executive leadership to ensure provider compensation is processed accurately; compensation plans are maintained, and reporting is timely and actionable. The ideal candidate is analytical, detail-oriented, and enjoys working with financial data to improve processes and support business decisions. Schedule (days/hours): Monday - Friday 8-5pm CST Responsibilities - Completes reconciliations related to dentist compensation to ensure accuracy and compliance. - Supports the monthly financial close process by preparing schedules and documentation. - Develops and maintains dentist compensation plans, policies, and bonus programs. - Prepares and distributes monthly compensation reports to dentists and executive team members. - Conducts compensation analysis and supports special projects, collaborating with dentists, Directors, and Senior Leaders to resolve issues. - Maintains accurate documentation and supports audits or internal reviews related to compensation. - Identifies opportunities for process improvement and enhanced reporting capabilities. - Performs other duties as assigned. Qualifications - 2–4 years of experience in accounting, finance, compensation analysis, payroll, or another analytical business role. - Advanced Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis. - Experience reconciling financial or compensation-related data with a high degree of accuracy. - Strong analytical, organizational, and problem-solving skills. - Ability to manage multiple priorities while meeting deadlines in a fast-paced environment. - Excellent written and verbal communication skills. Requirements - Associate degree in Accounting, Finance, Business Administration, or a related field (preferred). - Experience with financial reporting tools, ERP systems, payroll systems, or business intelligence platforms (preferred). - Experience working in healthcare, dental, or multi-location organizations is a plus (preferred). Compensation $52,000 - $62,400 per year Benefits - Paid time off (“PTO”) - Health, dental, and vision insurance - Health savings account - Telemedicine - Flexible spending accounts - Life insurance - Disability insurance - Employee discount programs - Pet insurance - 401k plan
• The Senior Category Analyst - Whole Foods & Sprouts serves as the primary analytics and insights partner supporting the Whole Foods Market and Sprouts businesses. • This role is responsible for transforming retailer, syndicated, and market data into actionable recommendations that drive growth for clients and customers. • The ideal candidate combines strong analytical capabilities with business storytelling skills, helping sales teams proactively identify opportunities, communicate compelling insights, and influence decision-making. • This position will perform as a category manager, internal consultant, and trusted advisor to our sales organization and clients. • Implement category management strategies to develop fact-based category reviews, business reviews, and selling stories. • Present business reviews to clients, clearly articulating trends, risks, opportunities, and recommendations. • Develop executive-ready visualizations and insights that enable account teams to proactively identify opportunities and business risks. • Translate complex retailer, syndicated, and market data into clear, concise business narratives and recommendations. • Work with Account Managers to manage KPIs across retailers and identify opportunities using customer POS, syndicated data, competitive pricing, market data, and other sources. • Analyze data to provide insights and recommendations addressing product, placement, pricing, and promotions. • Monitor retailer and category performance trends and proactively surface meaningful changes and business implications. • Develop and deliver presentations related to sales reviews, category reviews, merchandising, assortment, pricing, shelving, and omnichannel performance. • Develop, track, and monitor regular reporting that enables category leadership to quickly understand market trends and opportunities. • Serve as a key contributor in advancing Sprouts analytics capabilities and identifying new reporting, insights, and measurement opportunities. • Evaluate effectiveness of programs and communicate strategy and best practices internally and externally. • Partner closely with sales leadership to support strategic decision-making through data and insights.
• Models and trains staff in the principles and practice of Positive Behavior Support methodology. • Serves as a member of Interdisciplinary Teams (IDTs) providing expertise re: behavioral issues. • Responsible for Behavior Plan assessment, design, training, monitoring, and reporting. • Conducts descriptive and systematic (e.g., analogue) behavioral assessments, including functional analyses, and provides behavior analytic interpretations of the results. • Provides direct behavioral treatment to clients via replacement skills training, social skills training, crisis de-escalation, group behavioral treatment, individual behavioral treatment, and/or skills coaching in all applicable settings. • Participates in on-call rotation for behavior issues. • Monitors restraint use and provides training to reduce. • Monitors challenging behavior. • Participates in Behavior Intervention Committee, Human Rights Committee and other relevant committees, as assigned. • Shall provide individualized services to meet the treatment needs of each of the specialty intermediate care (IC) clinic patients for services in field of care. Shall meet requirements of 902 KAR 20:410 Specialty Intermediate Care Clinics as warranted. • Learn and follow all policies and procedures.



