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Mariner

Fiduciary wealth management and advisory services

Fixed Income Analyst/Trader

Sales & TradingConfirmed live in the last 24 hours
Full-timeRemote in USA$68k - $90k /yrRemote

About the Job

Requirements

  • A bachelor's degree is required.
  • Strong knowledge of Microsoft Office is required.
  • Familiarity with fixed income securities is required.
  • The role requires diligence, accuracy, consistency, and thoroughness.
  • The role requires the ability to prioritize and manage multiple tasks and projects.
  • The role requires verbal, written, and interpersonal skills.
  • The role requires a professional, friendly, and helpful demeanor.
  • The role requires the ability to understand how multiple systems and sites interact.
  • The role requires the ability to work independently and collaboratively.
  • The role requires adaptability in a fast-paced, evolving environment.
  • The role requires initiative and intellectual curiosity.
  • The role requires a desire to deepen expertise in fixed income markets and products and willingness to expand investment responsibilities over time.

Responsibilities

  • Implement and maintain new fixed income trading workflows and tools.
  • Recommend improvements to scale processes and increase efficiency.
  • Review advisor-directed bond inquiries to ensure compliance with requirements.
  • Aggregate bond inquiries, manage ticket routing, and update trade statuses.
  • Evaluate bond bids and offers against inquiry criteria and make valuation judgments.
  • Resolve trade settlement issues.
  • Review daily execution reports for adherence to Mariner guidelines.
  • Assist advisors with inquiries and questions.
  • Prepare materials for best execution committee reviews.
  • Collaborate with internal teams to optimize trade workflows.

Desired Qualifications

  • Experience trading fixed income securities.
  • Knowledge of the fixed income trade settlement process.
  • Experience building relationships with financial professionals.
  • Familiarity with Salesforce, Slack, Charles River, and Smartsheet.

About the Company

Mariner

Fiduciary wealth management and advisory services

Mariner Wealth Advisors provides comprehensive wealth management for individuals, families, business owners, executives, and institutions. Its services—investment management, tax planning, estate planning and trust services, insurance, and business advisory—are coordinated under one in-house team and delivered on a fiduciary basis, with advisors limiting their client loads to focus on personalized guidance. Revenue mainly comes from fees based on assets under management or advisement, with fixed or hourly arrangements for specific planning work. Its goal is to simplify clients' lives by delivering holistic, integrated financial guidance across all facets of wealth management, grown through acquisitions to broaden its national reach.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$75M
Headquarters
Overland Park, KS
Founded
2006

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