Lead Portfolio Manager - Option Strategies

Focus Financial Partners

Stamford, CT, United States
Base: $115,000 - $120,000pyear; bonus/equity: annu...
On-site
Building and executing trades across 7000+ client accounts
Resolving trade and position breaks with brokers
Maintaining trade execution data for tca analysis
The role involves building, executing, and allocating trades across more than 7,000 client accounts within the Stamford office

Job Summary

  • The role involves building, executing, and allocating trades across more than 7,000 client accounts within the Stamford office.
  • Candidates will be responsible for maintaining and developing automation processes for operations and trading teams using Visual Basic and/or Python.
  • This exempt position offers an annualized base pay range between $115,000 and $120,000 along with a comprehensive benefits package.

Matching Summary

The role involves building, executing, and allocating trades across more than 7,000 client accounts within the Stamford office.

Salary

Base: $115,000 - $120,000/year; Bonus/Equity: Annual cash bonus available; Benefits: Comprehensive benefits package included

Skills & Requirements

Must-have

  • Building and executing trades across 7000+ client accounts
  • Resolving trade and position breaks with brokers
  • Maintaining trade execution data for TCA analysis
  • Developing automation processes using Visual Basic or Python

Nice-to-have

  • Positive attitude and high energy level
  • High attention to detail in fast-paced environment
  • Proactive communication and follow-up skills
  • Knowledge of SS&C Technologies GWP system

Key Requirements

  • Bachelor's degree required
  • Intermediary knowledge of Microsoft Excel
  • Willingness to work onsite five days a week in Stamford, CT

Work Rights

Not specified

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