Options Trader & Portfolio Analyst

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

Job summary

Mariner is seeking an Analyst, Options to manage and implement option investment strategies, monitor client accounts, and trade across multiple asset classes. The role combines trading and analytical duties within a collaborative team.

The ideal candidate has 1–3 years of investments or financial analysis experience, strong Excel skills, and familiarity with option strategies. This position is based in the United States and offers opportunities for growth within a dynamic firm.

Qualifications

• Bachelor's degree in business, finance, or accounting.
• 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.
• Advanced proficiency in Excel.
• Excellent verbal and written communication skills.

Responsibilities

• Conduct research on portfolio holdings and stay 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, focusing 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

Advanced Excel

Education

Bachelor's degree in business, finance, or accounting

Graduate degree or CFA or other designation

Tools

Bloomberg

Orion

Moxy

Job description

Mariner is seeking an Analyst, Options to manage and implement option investment strategies, monitor client accounts, and trade across multiple asset classes. The role combines trading and analytical duties within a collaborative team.

The ideal candidate has 1–3 years of investments or financial analysis experience, strong Excel skills, and familiarity with option strategies. This position is based in the United States and offers opportunities for growth within a dynamic firm.