Options Trader for Independent RIA Asset Manager
Company Overview:
ZEGA Investments LLC is a leading financial services firm specializing in options trading and separately managed accounts for wealth and institutional advisors. We pride ourselves on our innovative approach to navigating the complexities of financial markets and delivering exceptional results for our clients. As we continue to expand our team, we are seeking a talented and experienced Options Trader to join us. ZEGA Investments manages its own separately managed account strategies for wealth clients and is a money manager for advisors.
Position Overview:
We are looking for a skilled Options Trader to join our team. The ideal candidate will have a proven track record of success in options and equity trading, coupled with extensive experience in analyzing and trading separately managed accounts. This candidate will have deep expertise in options trading strategies, risk management, and personalized portfolio management for high-net-worth clients and advisors. This role requires strong analytical skills, market awareness, and the ability to deliver tailored financial solutions. This role will include managing operational processes around managing trading lists, changes, and tracking while executing trading strategies, managing risk, and staying abreast of market developments to capitalize on opportunities effectively.
Key Responsibilities:
• Implement options trading strategies based on thorough analysis of market data, volatility, performance objectives and risk factors.
• Execute trades efficiently and effectively, considering market liquidity, pricing dynamics, and order execution strategies.
• Monitor and manage portfolio risk, including exposure to market volatility, prospectus alignment, and option characteristics.
• Stay informed about macroeconomic trends, geopolitical events, and regulatory changes that may impact options and markets.
• Collaborate with other members of the trading team to share insights, develop new methodologies, and optimize trading processes.
• Maintain accurate records of trades, positions, and performance metrics to facilitate performance analysis and reporting.
Qualifications:
• Bachelor's degree, preferably in finance, economics, mathematics, or a related field. Advanced degree (e.g., MBA, CFA) a plus.
• Minimum of 5 years of experience in options trading.
• Experience with custodians such as Charles Schwab, Fidelity, Pershing etc.
• Strong understanding of financial markets, derivatives pricing, and risk management principles.
• Excellent communication skills and ability to articulate complex ideas and strategies effectively.
• Excel proficiency and organizational skills managing trade lists and models
• Proven ability to thrive in a fast-paced, dynamic environment and make sound decisions under pressure.
• Relevant industry certifications (e.g., Series 65).
Benefits:
• Competitive salary commensurate with experience.
• Performance-based bonuses and incentives.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer matching.
• Professional development opportunities and support for continued education.
• Flexible work arrangements and a supportive, collaborative work culture.
Location: This position is based in the Scottsdale, AZ area.
ZEGA Investments LLC is an equal opportunity employer and values diversity in the workplace. We encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, disability, or veteran status.
Investment Management
Finance and Sales
Full-time