Options Product Specialist
Core
Facilitate and execute operational components of a growth-oriented equity derivatives asset management business, including sales initiatives, trade settlement, and performance reporting for separately managed accounts.
Role type
Options Product Specialist (Sales & Trading Associate)
Builds
Equity derivatives products and separately managed accounts (SMAs) for financial advisors and clients.
Domain
Asset Management / Equity Derivatives / Wealth Management
Deliverable
client delivery
Required skills
Trade settlement, reconciliation, trade break resolution, custodian/clearing firm operations, equity/index options knowledge, Bloomberg proficiency, order management systems
Preferred skills
Wealth management client service, factor investing strategies, ESG/SRI screening, tax management
Technologies
Bloomberg, Order Management Systems, Microsoft Office Suite
Responsibilities
Execute operational components of equity derivatives asset management, facilitate internal sales initiatives for option overlay business, support trading/portfolio managers in implementation and settlement, perform daily reconciliation and performance reporting, prepare sales analysis and presentations, maintain standardized record keeping and compliance protocols.
Seniority
Mid-level, hands-on IC