Research, prototype, and back test options overlay strategies in Python — covered calls, cash-secured puts, collars, and protective overlays — with realistic assumptions for transaction costs, liquidity, and taxes across SMA accounts
Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class
Monitor portfolio-level Greeks, exposures, and risk/return outcomes across many smaller accounts within rules-based risk parameters
Build and maintain research code, data pipelines, and analytics supporting systematic strategy design — signal construction, parameter sweeps, scenario and regime analysis
Translate research into clear, rules-based strategy specifications and playbooks that can be implemented consistently at scale
Evaluate new overlay ideas (income generation, hedging, outcome-oriented strategies) and communicate trade-offs clearly to internal stakeholders
Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities — strategy engines, trade generation, risk dashboards, monitoring tools
Support daily P&L, risk, and performance monitoring — including exception handling for unusual portfolio events

5+ years of experience in quantitative research, investment analytics, systematic strategies, or a closely related role at a buy-side firm, asset manager, fintech, or financial services company
Solid Python skills for research and analytics — data pulls, optimization, back testing, risk metrics, and clean, maintainable codebases
Strong mathematical foundation: operations research, statistics, or quantitative finance background
Experience working with SMAs or systematic investment strategies at scale — understanding of multi-account implementation, portfolio construction, and associated operational complexity
Comfortable collaborating with technical product and engineering teams and thinking in terms of systems and workflows
Curious, self-directed, and comfortable operating in lean environments — you figure things out and don't wait to be told what to do
Clear communicator who can explain quantitative concepts to non-technical stakeholders (advisors, product, operations, leadership)

Investment Associate, Options Overlay

Key skills