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Essential Duties and Responsibilities:
- Source and conduct due diligence on assigned asset classes and categories.
- Contribute to the quarterly Manager Monitor for EIPC meetings.
- Develop and maintain a focus list of recommended investment strategies.
Education and Experience:
- Bachelor's degree from an accredited university.
- Minimum of five years' investment strategy due diligence experience preferred.
- MBA or CFA charter preferred.
Skills:
- Strong written and verbal communication skills.
- Highly organized self-starter and effective multi-tasker.
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Mariner
Mariner is a wealth advisory firm that evaluates investment strategies and provides recommendations to clients. The company offers an innovative workplace with a culture that fosters camaraderie, teamwork, and professional growth.