Options Analyst

Job Summary

To support a dynamic investment solutions team, the full-time remote Options Analyst will manage and implement option investment strategies while monitoring and trading client accounts.

Key Responsibilities

• Conduct research on portfolio holdings and manage customized client portfolios in line with investment objectives
• Implement investment action decisions, monitor account positions, and execute trades across multiple asset classes
• Effectively communicate investment solutions and recommendations to advisors, providing clear analysis on client accounts

Required Qualifications

• Bachelor's degree in business, finance, or accounting required; graduate degree and/or CFA preferred
• 1-3 years of experience in investments or financial analysis
• General understanding of common options trading strategies
• Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred
• Advanced proficiency in Excel