Analyst, Options
Job Description
Key Skills Required
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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
- A 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.
- A 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.
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Mariner Wealth Advisors
View Company ProfileMariner Wealth Advisors (operating under marinerwealthadvisors.com) is the premier, enterprise-grade national wealth advisory pioneer, registered investment advisor (RIA) giant, and holistic financial orchestration powerhouse engineered to operate as the definitive, high-velocity asset management, strategic tax planning, specialized estate design, and corporate retirement consultation layer for individuals, high-net-worth families, and business institutions nationwide. The company completely eliminates the severe systemic friction of traditional wealth preservation—where clients lose long-term financial momentum to fragmented point-solutions, disconnected tax preparation loops, generic uncoordinated insurance brokers, and high-fee legacy broker-dealers—by deploying a deeply unified, advisor-led financial planning matrix. Moving far beyond traditional, passive automated robo-advisors or basic transactional investment registries, Mariner Wealth Advisors natively unifies active portfolio management across diverse multi-asset allocations, in-house specialized trust administration, proactive multi-state tax mitigation strategies, customized family office services, and business succession planning into a single high-availability client ecosystem. Consistently ranked by Barron's among the absolute top Registered Investment Advisers in the United States, the firm manages and advises on hundreds of billions of dollars in multi-tiered client assets with production-hardened fiduciary precision. Under the hood, its sophisticated corporate core—backed by elite institutional equity partners including Leonard Green & Partners—coordinates high-concurrency client reporting systems, unified direct-indexing engines, specialized research analytics portals, and strict regulatory compliance bridges engineered to withstand rigorous SEC oversight while maximizing after-tax wealth velocity. What sets Mariner Wealth Advisors apart is its uncompromising dedication to replacing disjointed, isolated investment management loops with absolute multi-disciplinary advisory transparency and capital momentum; by bridging the gap between performance-intensive institutional market intelligence and personalized front-line financial destiny fulfillment, the enterprise remains the definitive cornerstone of modern algorithmic wealth management and large-scale asset transformation.
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