Analyst, Options

Mariner Wealth Advisors; United States; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors seeks an Analyst, Options to join our team in a combined trader and analyst role. You will manage and implement option investment strategies and monitor client accounts.

You will conduct research on holdings, trade across equities and options, rebalance portfolios, and communicate investment recommendations to advisors. A bachelor's in business, finance, or accounting and 1–3 years of experience are preferred.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Options trading knowledge

Excel proficiency

Verbal communication

Education

Bachelor’s degree in business/finance/accounting

Tools

Bloomberg

Orion

Moxy

Job description

Analyst, Options

About Mariner

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.

Position Overview

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.

Key Responsibilities

Investment Analysis

• 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.

Trading

• 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.

Communication

• 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.

Qualifications

• 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.

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.

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