Options Trader-Analyst: Client Portfolios & Strategy

mariner-careers; United States; Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Mariner is seeking 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.

Responsibilities include researching holdings, tailoring solutions for high-net-worth and institutional clients, and executing trades across asset classes with emphasis on options and equities. Strong Excel, communication, and trading system experience are required.

Qualifikationen

• Bachelor’s degree in business, finance, or accounting required; graduate degree/CFA 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.

Aufgaben

• 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.

Kenntnisse

Analytical thinking

Communication skills

Excel proficiency

Investment analysis

Ausbildung

Bachelor’s degree in business, finance, or accounting

Graduate degree and/or CFA preferred

Tools

Bloomberg Terminal

Orion

Moxy

Jobbeschreibung

Mariner is seeking 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.

Responsibilities include researching holdings, tailoring solutions for high-net-worth and institutional clients, and executing trades across asset classes with emphasis on options and equities. Strong Excel, communication, and trading system experience are required.