Options Analyst: Portfolio Strategy & Trade Execution

Jobgether; United States; On-site; USD 61,000 - 75,000; Full time

Job summary

Jobgether in the United States seeks an Analyst, Options to join a collaborative investment team blending portfolio analysis, options trading, and day-to-day account management.

You will help implement customized investment strategies for high-net-worth and institutional clients while supporting broader portfolio objectives, translating market insights into timely actions and recommendations.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field
• 1–3 years of experience in investments, financial analysis, portfolio management, trading, or related field
• General understanding of common options trading strategies and their application within investment portfolios
• Advanced proficiency in Microsoft Excel and strong ability to work with financial data and analytical models
• Experience with Bloomberg, Orion, Moxy, or other order and trade management platforms preferred
• Strong analytical and quantitative skills with careful, detail-oriented approach
• Excellent verbal and written communication skills; ability to explain analysis to advisors and stakeholders
• Ability to manage multiple priorities in a time-sensitive trading environment
• Self-motivated, proactive, and collaborative within a high-performing team
• Demonstrated interest in developing expertise in options, portfolio management, and tailored investment solutions

Responsibilities

• Conduct research on portfolio holdings and monitor news, market developments, and events influencing decisions
• Manage customized client portfolios per established objectives and strategies
• Research and develop tailored investment solutions for high-net-worth and institutional clients
• Implement investment decisions with the broader portfolio team; ensure trades are accurate and efficient
• Monitor account positions and allocations daily; address discrepancies affecting objectives
• Generate and execute account-level trades, including new accounts and liquidations
• Rebalance portfolios in response to contributions, withdrawals, and activity
• Execute transactions across asset classes with emphasis on options and equities
• Follow advisor-directed trading activity; maintain timely and accurate execution
• Continuously assess and improve trading procedures to boost efficiency
• Communicate investment solutions, recommendations, and analyses clearly to advisors

Job description

Jobgether in the United States seeks an Analyst, Options to join a collaborative investment team blending portfolio analysis, options trading, and day-to-day account management.

You will help implement customized investment strategies for high-net-worth and institutional clients while supporting broader portfolio objectives, translating market insights into timely actions and recommendations.