Investment Analyst

Support the Investment Strategy team in managing, analyzing, and servicing clients for equity options and derivatives strategies Respond to product- and account-specific client inquiries Coordinate strategy information requests from clients, Financial Advisors, and internal partners Analyze portfolio exposures, options positions, strategy performance, market developments, and volatility trends Gather and analyze data for investment commentary, strategy updates, client communications, presentations, reports, and marketing collateral Manage multiple group inboxes and prioritize, address, and route requests Collaborate with strategists, portfolio managers/traders, technology, operations, distribution, and other internal teams Assist with account reconciliation to ensure options trades and strategy activity are accurately reflected in client accounts Perform other responsibilities as assigned Requirements Bachelor’s degree or equivalent work experience Degree in finance, economics, mathematics, or a related field preferred 1+ years of relevant experience in financial services Knowledge of options and derivatives strategies preferred Excellent communication, interpersonal, and presentation skills Problem-solving, analytical, and quantitative skills High attention to detail Ability to manage multiple tasks and priorities Ability to work independently and collaboratively in a team environment Proficiency in Microsoft Office, including Excel, PowerPoint, and Outlook Ability to learn additional software platforms Interest in responsibly leveraging artificial intelligence and emerging technologies Familiarity using Bloomberg Terminal preferred Core Competencies Demonstrates expertise in managing and analyzing equity options and derivatives strategies, with strong analytical and quantitative skills to support investment commentary and client communications. Proficient in collaborating with cross-functional teams and managing multiple priorities in a fast-paced environment. Highest-signal resume keywords Equity Options Strategies Derivatives Strategies Financial Analysis Microsoft Excel Proficiency Bloomberg Terminal Familiarity ATS Optimization Keywords Hard Skills Financial Analysis Options Strategies Derivatives Strategies Portfolio Analysis Data Analysis Account Reconciliation Investment Commentary Strategy Performance Analysis Market Developments Analysis Volatility Trends Analysis Soft Skills Excellent Communication Skills Interpersonal Skills Presentation Skills Problem-Solving Skills Attention to Detail Industry Keywords Financial Services Investment Strategy Client Inquiries Client Communications Emerging Technologies Tools & Technologies Microsoft Office Excel PowerPoint Outlook Bloomberg Terminal #J-18808-Ljbffr