Note: The job is a remote job and is open to candidates in USA. Mariner is a dynamic and growing firm that values initiative, analytical thinking, and professional advancement. The Analyst, Options will support a combined trader and analyst function by managing and implementing options investment strategies, monitoring and trading client accounts, conducting investment research, and communicating recommendations to advisors.
Responsibilities
- 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
Skills
- • Bachelor's degree in business, finance, or accounting required
- • 1-3 years of experience in investments or financial analysis
- • General understanding of common options trading strategies
- • Advanced proficiency in Excel
- • Excellent verbal and written communication skills
- • graduate degree and/or CFA or other relevant professional designation preferred
- • Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred
Benefits
- Offers Bonus
- Remote work arrangement
- Progressive opportunities and professional growth support
- A workplace culture that fosters camaraderie, teamwork and work-life balance
Company Overview
Company H1B Sponsorship