Analyst, Options

📋 Description

• Conduct research on portfolio holdings and monitor stock-specific news, market developments, and
• Manage customized client portfolios in accordance with established investment objectives and
• Research and develop investment solutions for high-net-worth individuals and institutional clients
• Implement investment decisions as part of the portfolio team and ensure accurate and efficient
• Monitor account positions and allocations daily, identifying and addressing discrepancies or
• Generate and execute account-level trades, including investing new accounts and liquidating

🎯 Requirements

• Bachelor's degree in Business, Finance, Accounting, or a related field; a graduate degree and/or
• Minimum 1-3 years of experience in investments, financial analysis, portfolio management, trading
• General understanding of common stock trading strategies and their application within investment
• Advanced proficiency in Microsoft Excel and strong ability to work with financial data and
• Experience with Bloomberg, Orion, Moxy, or other order management platforms is preferred
• Strong analytical and quantitative skills, with a keen attention to detail in investment activities

🎁 Benefits

• Competitive annual salary of approximately $60,500-$75,300, depending on geographic location
• Eligibility for an incentive and/or bonus program
• Opportunities for continuous learning and career growth
• Collaborative, growth-oriented workplace with a strong emphasis on teamwork
• Support for professional growth and opportunities to expand investment and trading expertise
• Innovative work environment that encourages initiative and analytical thinking