[Hiring] Options Analyst @Mariner

Role Description

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.

Benefits

• Progressive opportunities for professional growth.
• A culture that fosters camaraderie, teamwork, and work-life balance.
• Commitment to building a diverse culture where everyone has the support they need to achieve their career goals.