Analyst, Options

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform research on portfolio holdings and remain informed about stock-specific news and developments.

• Oversee customized client portfolios in alignment with investment objectives.

• Investigate and devise personalized investment solutions for high-net-worth individuals and institutional clients.

• Execute investment action decisions as part of the portfolio management team.

• Daily monitor account positions and adjust allocations to meet client goals.

• Create and implement account-level trades, including the investment of new accounts and liquidation of closed accounts.

• Rebalance accounts in response to contributions or withdrawals.

• Conduct trades across various asset classes, with a concentration on options and equities.

• Ensure timely and precise execution of trades as instructed by Advisors.

• Assess and improve trading processes and procedures.

• Communicate investment solutions and recommendations effectively to advisors.

• Provide analysis on client accounts and clarify portfolio management decisions.

⛳️ Requirements

• A bachelor's degree in business, finance, or accounting is required.

• 1-3 years of experience in investments or financial analysis.

• A general understanding of common options trading strategies.

• Experience with Bloomberg, Orion, Moxy, or other order/trade management systems is preferred.

• Advanced proficiency in Excel is essential.

• Excellent verbal and written communication abilities.

• Must possess legal authorization to work in the United States.

🏝️ Benefits

• Eligibility for bonuses.

• Opportunities for professional growth and advancement.

• Progressive career paths and professional development.

• A forward-thinking work environment.

• Emphasis on work-life balance.

• A collaborative, growth-focused atmosphere.

• Teamwork and camaraderie.

• Opportunities for community engagement.