---
title: 'Analyst, Performance Measurement & Reporting at Mariner'
canonical: 'https://feeny.ai/job/analyst-performance-measurement-reporting-mariner-st-louis-6srqwbcnjsyt'
type: 'job'
last_seen: '2026-09-17'
---

# Analyst, Performance Measurement & Reporting at Mariner

- **Company:** Mariner
- **Location:** St. Louis, MO
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-16
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/7d5fbf76-9c40-4d2f-bada-ffae7a3fc9d6

## Job description

Job Summary:

The Analyst, Performance Measurement & Reporting plays a critical role in delivering complex investment analysis and data-driven reporting to support advisors and institutional clients. This position leverages advanced financial modeling and industry standards—including GIPS compliance, after-tax calculations, and benchmark evaluation—to produce meaningful performance measurement, attribution, and risk-adjusted analytics. The analyst collaborates with cross-functional teams, interpreting quantitative outcomes and ensuring the highest standards in investment analytics.

Essential Duties and Responsibilities:

- Perform detailed performance measurement, attribution analysis, and benchmark evaluation across multi-asset portfolios
- Generate risk-adjusted analytics and provide quantitative modeling support for forecasting and scenario analysis
- Prepare monthly and quarterly performance reports, interpreting results for advisors and clients
- Utilize analytical tools and systems to automate processes and validate data for optimal workflow efficiency
- Reconcile performance data with custodians, investment accountants, and asset managers, ensuring alignment with GIPS standards
- Support client onboarding, historical data integration, and system/report configuration
- Monitor portfolios for adherence to investment policy guidelines and assist with compliance and audit reviews
- Conduct ad-hoc analyses as requested by supervisor

Required Education and Experience:

- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Science, or a related quantitative field
- 1–3 years of experience in investment performance, analytics, institutional asset management, or a combination of education and relevant work experience

Preferred Education and Experience:

- Progress toward or completion of CIPM, CFA, CAIA, or similar investment analytics certification
- Experience with investment platforms
- Background in performance attribution systems or multi-asset portfolio analytics
- Proficiency with advanced analytical tools and programming languages

Skills and Competencies:

- Strong quantitative reasoning and facility with financial mathematics and statistical concepts
- Demonstrated ability to conduct complex performance attribution and benchmark analysis
- Advanced analytical problem-solving skills, including diagnosing data discrepancies and validating system outputs
- Exceptional attention to detail; able to manage and analyze large datasets to maintain data integrity
- Skilled at clearly communicating performance and risk insights to internal teams and clients
- Effective organizational skills; capable of managing multiple analytical workflows and meeting deadlines
- Ability to leverage specialized financial tools and technical resources to enhance reporting accuracy

Physical Demands/Requirements: The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a PC, communicate, listen, and assess information. The employee may move about the office complex, travel to other office locations, and may occasionally lift, push, pull, or move 10-15 pounds. Visual requirements include distant, close, and color vision, and the ability to adjust focus.

Work Environment: This job operates in a professional office environment and routinely uses standard office equipment such as laptop computers, photocopiers, and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Requirement: Less than 10% 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.

By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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