Analyst, Options

Overview

This role is for an Analyst, Options in a combined trader and analyst position. The analyst will manage and implement option investment strategies and monitor and trade client accounts.

Responsibilities

Investment Analysis

• Research portfolio holdings and stay current on stock-specific news and events.
• Manage customized client portfolios in line with investment objectives.
• Research and develop tailored investment solutions for high-net-worth individuals and institutional clients.

Trading

• Implement investment action decisions as part of the portfolio team.
• Monitor account positions daily and ensure allocations align with client goals.
• Generate and execute trades at the account level, investing new accounts and liquidating terminated ones.
• Rebalance accounts in response to contributions or withdrawals.
• Execute trades across multiple asset classes, with a focus on options and equities.
• Ensure timely and accurate trade execution throughout the day, as directed by Advisors.
• Continuously evaluate and enhance trading processes and procedures to improve efficiency and execution quality.

Communication

• Communicate investment solutions and recommendations to advisors to support their client service efforts.
• Provide clear analysis on client accounts and the rationale for portfolio management decisions.

Requirements

• Bachelor’s degree in business, finance, or accounting required.
• 1-3 years of experience in investments or financial analysis.
• General understanding of common options trading strategies.
• Advanced proficiency in Excel.
• Excellent verbal and written communication skills.

Preferred Qualifications

• Graduate degree and/or CFA or other relevant professional designation.
• Experience using Bloomberg, Orion, Moxy, or other order/trade management systems.

Compensation & Benefits

• Compensation Range: $60.5K - $75.3K

Location

• Not specified in the job description.