Options Product Specialist
Core
Facilitate and execute operational components of a growth-oriented equity derivatives asset management business, including internal sales initiatives, trade settlement, and performance reporting for a managed options strategies team.
Role type
Senior IC options product specialist (sales & trading operations)
Builds
Equity derivatives products (options overlays) for financial advisors and separately managed accounts
Domain
Financial services / Asset management / Equity derivatives
Required skills
Trade settlement, reconciliation, trade break resolution, custodian/clearing firm operations, equity/index options knowledge, regulatory compliance, 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 of listed option transactions, perform daily reconciliation and performance reporting, maintain standardized record keeping in compliance with regulations
Seniority
Mid-level, hands-on IC