More jobs:
Senior Institutional Advisor
Job in
Bloomfield Hills, Oakland County, Michigan, 48302, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Consultant -
Management
Risk Manager/Analyst
Job Description & How to Apply Below
- 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 TeamOur 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)
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×