Analyst, Options

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $60.5k - $75.3k / year

⏰ Full Time

🟢 Junior

🧐 Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Conduct research on portfolio holdings and stay current on stock-specific news and events • Manage customized client portfolios according to 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 align allocations with client goals • Generate and execute account-level trades, including investing new accounts and liquidating terminated accounts • 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 as directed by Advisors • Evaluate and enhance trading processes and procedures • Communicate investment solutions and recommendations to advisors • Provide analysis on client accounts and explain portfolio management decisions

🎯 Requirements

• 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 • Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred • Advanced proficiency in Excel • Excellent verbal and written communication skills • Must be legally authorized to work in the United States

🏖️ Benefits

• Bonus eligibility • Opportunities for professional advancement • Progressive opportunities and professional growth • Innovative workplace • Work-life balance • Collaborative, growth-oriented environment • Camaraderie and teamwork • Community involvement opportunities