Mariner Holdings
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 regulation
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
Qualifications
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 Wewelcome 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. #LI-ML1 EOE M/F/D/V About the Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence. Job Info
Job Identification 1338 Job Category Institutional Consulting Posting Date 11/21/2025, 03:35 PM Job Schedule Full time Locations 38710 Woodward Ave, Bloomfield Hills, MI, 48304, US (Hybrid)
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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 Wewelcome 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. #LI-ML1 EOE M/F/D/V About the Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence. Job Info
Job Identification 1338 Job Category Institutional Consulting Posting Date 11/21/2025, 03:35 PM Job Schedule Full time Locations 38710 Woodward Ave, Bloomfield Hills, MI, 48304, US (Hybrid)
#J-18808-Ljbffr