Analyst, Options

Accountabilities Conduct research on portfolio holdings and monitor stock-specific news, market developments, and other events that may influence investment decisions.

Manage customized client portfolios in accordance with established investment objectives and portfolio strategies.

Research and develop tailored investment solutions for high-net-worth individuals and institutional clients.

Implement investment decisions as part of the broader portfolio team and ensure trades are executed accurately and efficiently.

Monitor account positions and allocations daily, identifying and addressing discrepancies or changes that may affect client objectives.

Generate and execute account-level trades, including investing new accounts and liquidating accounts when required.

Rebalance portfolios in response to client contributions, withdrawals, and other account activity.

Execute transactions across multiple asset classes, with a particular focus on options and equities.

Follow advisor-directed trading activity throughout the day while maintaining timely and accurate execution.

Continuously assess and improve trading procedures, workflows, and processes to enhance efficiency and execution quality.

Communicate investment solutions, recommendations, and account analysis clearly to advisors, providing the rationale behind portfolio management decisions.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field; a graduate degree and/or CFA or another relevant professional designation is preferred.

1–3 years of experience in investments, financial analysis, portfolio management, trading, or a related field.

General understanding of common options trading strategies and their application within investment portfolios.

Advanced proficiency in Microsoft Excel and strong ability to work with financial data and analytical models.

Experience with Bloomberg, Orion, Moxy, or other order and trade management platforms is preferred.

Strong analytical and quantitative skills, with a careful and detail-oriented approach to investment and trading activities.

Excellent verbal and written communication skills, with the ability to clearly explain investment analysis and recommendations to advisors and internal stakeholders.

Ability to manage multiple priorities in a time-sensitive trading environment while maintaining accuracy and sound judgment.

Self-motivated, proactive, and comfortable working collaboratively within a high-performing investment team.

Demonstrated interest in developing expertise in options, portfolio management, and customized investment solutions.

Benefits

Competitive annual salary of approximately $60,500–$75,300 , depending on geographic location, knowledge, skills, and experience.

Eligibility for an incentive/bonus program based on applicable program rules and individual and organizational performance.

Opportunities for progressive career development and professional advancement.

Collaborative, growth-oriented workplace with a strong emphasis on teamwork and camaraderie.

Support for professional growth and opportunities to expand investment and trading expertise.

Innovative work environment designed to encourage initiative, analytical thinking, and high performance.

Culture focused on work-life balance and employee support.

Commitment to diversity, inclusion, and providing associates with opportunities to achieve their career goals.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

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