Equity Options Solutions Specialist for Concentrated Equity

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase is seeking an Equity Options Solutions Associate in New York to support high net worth clients with concentrated equity exposures using listed options and approved derivatives. You will translate complex option structures into clear client narratives backed by analytics and scenario analysis.

The role requires 3+ years in equity options, strong analytical and communication skills, and proficiency with Excel/PowerPoint and Bloomberg.

Qualifications

• 3+ years of equity options experience (trading, structuring, or advisor-facing).
• Ability to apply options strategies to concentrated equity use cases and explain outcomes under different market scenarios.
• Familiarity with tools to manage concentrated equity positions (e.g., exchange funds, overlay strategies).
• Strong analytical skills with options modeling, greeks, risk concepts, and scenario analysis.
• Strong communication skills to explain complex derivative concepts to non-specialists and stakeholders.
• Series 7 and 63 required.
• Proficiency with Microsoft Office and market/trading tools such as Bloomberg.

Responsibilities

• Support advisor coverage for high net worth clients with concentrated equity positions using listed options and derivatives.
• Apply risk and portfolio management principles for concentrated exposure, balancing protection, upside, income, liquidity, and constraints.
• Develop analytics and hypothetical strategy comparisons (payoffs, scenarios, stress tests, greeks) for options and underlying equity.
• Translate complex concepts into advisor- and client-ready language, in writing and verbally.
• Provide leadership-level support for pricing, execution guidance, and lifecycle management of U.S. equity options.
• Contribute to platform growth with playbooks, training, and templates to improve advisor fluency.
• Prepare client/advisor materials (pitch content, one-pagers, talking points) and enhance workflows with Excel/PowerPoint and AI-enabled processes.
• Collaborate with internal strategists and cross-desk partners to launch proactive client campaigns.

Skills

Equity options

Options modeling

Communication

Microsoft Office

Bloomberg

Series 7 & 63

Tools

Bloomberg Terminal

Excel

PowerPoint

Word

Job description

JPMorganChase is seeking an Equity Options Solutions Associate in New York to support high net worth clients with concentrated equity exposures using listed options and approved derivatives. You will translate complex option structures into clear client narratives backed by analytics and scenario analysis.

The role requires 3+ years in equity options, strong analytical and communication skills, and proficiency with Excel/PowerPoint and Bloomberg.