What are the responsibilities and job description for the Senior Institutional Advisor position at Mariner?
Job Description
If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
The Senior Advisor, Institutional Investments position at Mariner advises clients on fixed-income portfolios and asset-liability management to optimize returns while managing regulatory and financial risks. Develop and analyze investment and funding strategies and present recommendations to executive teams and ALCOs. Support clients through ALM consulting, credit due-diligence on issuers, preparation of portfolio and ALCO reports, and independent ALM model reviews.
Responsibilities
Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios and asset-liability management (“ALM”) on a non-discretionary basis to optimize the return, while managing risk (e.g., ALM, interest rate, credit, liquidity, concentration) and complying with applicable regulations
Assist in the development and analysis of investment and funding strategies and present them to clients’ CEO, CFO, and ALCO
Attend and make presentations in client board and ALCO meetings in person and/or virtually
Provide clients with asset/liability management consulting
Perform creditworthiness (due diligence) of securities issuers
Assemble and prepare investment portfolio data reports for ALCO and board meetings
Conduct independent, third party asset - liability model reviews for banks and credit unions
Participate in new business development
Qualifications
Bachelor’s degree required
A minimum of 8 years’ experience working in banking and/or credit union investment portfolio management, fixed income investments, financial analysis, investment advisory work and asset-liability consulting
Series 65, required (or meet the exam waiver requirement by holding one or more of the following designations, CFP, ChFC, PFS, CFA or CIC)
Willingness to travel
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.
EOE M/F/D/V
If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
The Senior Advisor, Institutional Investments position at Mariner advises clients on fixed-income portfolios and asset-liability management to optimize returns while managing regulatory and financial risks. Develop and analyze investment and funding strategies and present recommendations to executive teams and ALCOs. Support clients through ALM consulting, credit due-diligence on issuers, preparation of portfolio and ALCO reports, and independent ALM model reviews.
Responsibilities
Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios and asset-liability management (“ALM”) on a non-discretionary basis to optimize the return, while managing risk (e.g., ALM, interest rate, credit, liquidity, concentration) and complying with applicable regulations
Assist in the development and analysis of investment and funding strategies and present them to clients’ CEO, CFO, and ALCO
Attend and make presentations in client board and ALCO meetings in person and/or virtually
Provide clients with asset/liability management consulting
Perform creditworthiness (due diligence) of securities issuers
Assemble and prepare investment portfolio data reports for ALCO and board meetings
Conduct independent, third party asset - liability model reviews for banks and credit unions
Participate in new business development
Qualifications
Bachelor’s degree required
A minimum of 8 years’ experience working in banking and/or credit union investment portfolio management, fixed income investments, financial analysis, investment advisory work and asset-liability consulting
Series 65, required (or meet the exam waiver requirement by holding one or more of the following designations, CFP, ChFC, PFS, CFA or CIC)
Willingness to travel
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.
EOE M/F/D/V
