СШАAnalyst, Options
1 мес. назад
60.5k–75.3k USD / годСШАJuniorRemote
options tradingequities tradingportfolio managementinvestment analysis
Combined trader and analyst responsible for option investment strategies and client account trading management.
Требования
- Bachelor’s degree in business, finance, or accounting required; graduate degree and/or CFA or other relevant professional designation 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.
- Excellent verbal and written communication skills.
- If you are looking to join a high-performing team within a collaborative and growth-oriented environment, we encourage you to apply and become part of Mariner’s continued success.
- 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 .
- EOE M/F/D/V
Другое
- Join Mariner, a dynamic and growing firm offering significant opportunities for professional advancement. We pride ourselves on a culture that values initiative, analytical thinking, and a drive to succeed. If you set high expectations for yourself, are highly analytical, and motivated, we invite you to consider this unique opportunity.
- We are seeking an Analyst, Options to join our team in a combined trader and analyst role. This individual will be responsible for the management and implementation of option investment strategies, as well as the monitoring and trading of client accounts.
- Conduct research on portfolio holdings, staying 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.
- 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.
- Effectively communicate investment solutions and recommendations to advisors, supporting their efforts to serve clients.
- Provide clear analysis on client accounts and rationale for portfolio management decisions.