Options & Portfolio Strategy Analyst — AI & Python

Options & Portfolio Strategy Analyst — AI & PythonAbout Us

We are an investment firm focused on U.S. equities, with fundamental research and long-term value creation at the core of our investment approach.

We complement fundamental investing with options strategies, disciplined trade execution, portfolio risk management, and technology-driven research tools to improve portfolio outcomes.

We are seeking an Options & Portfolio Strategy Analyst who combines strong investment judgment with practical options expertise and Python/AI capabilities.

You will work closely with our fundamental research team to translate company research, valuation ranges, and investment theses into actionable portfolio and trading strategies.

This is an investment and portfolio strategy role first. Python, data analysis, and AI are important tools for improving research, monitoring, risk analysis, and execution—not substitutes for sound investment judgment.

What You Will Do

You will help answer practical portfolio questions such as:

• For a stock we want to own, should we buy immediately, build the position gradually, wait for a better entry point, or sell a cash-secured put?
• For an existing position, should we hold, add, reduce exposure, write covered calls, hedge, or exit?
• How should strike prices, expirations, position sizes, and coverage ratios be selected?
• How can we generate incremental portfolio income without taking inappropriate risk or sacrificing too much upside?
• When is the best decision simply to wait and not trade?
• How can Python and AI make our investment research, monitoring, risk management, and review processes more efficient and reliable?

Key Responsibilities1. Portfolio Entry & Exit Strategy

Partner with fundamental analysts to understand investment theses, valuation ranges, target entry prices, reduction/exit levels, and thesis-break conditions.

Evaluate market price, valuation, liquidity, volume, upcoming events, volatility, and option pricing to recommend appropriate entry, add, reduce, or exit strategies.

Compare alternatives including:

• Direct stock purchases
• Limit orders
• Staged position building
• Cash-secured puts
• Holding cash and waiting

For each recommendation, clearly communicate expected outcomes, capital requirements, key risks, opportunity costs, and exit conditions.

You should also be comfortable recommending no trade when market conditions or risk/reward do not justify action.

1. Options Strategy & Position Management

Evaluate and implement appropriate options strategies, including:

• Covered Calls
• Cash-Secured Puts
• Protective Puts
• Collars
• Basic option spreads

Analyze appropriate strike prices, expiration dates, contract quantities, and position coverage.

Distinguish between long-term core holdings and positions where active options management is appropriate.

Evaluate the trade-off between option premium income and potential limitations on portfolio upside.

Develop clear plans for expiration, assignment, closing positions, and rolling contracts. Any roll recommendation should clearly identify its cost, incremental risk, and rationale.

Where appropriate, evaluate securities-lending opportunities, including availability, lending rates, broker revenue sharing, utilization, and net portfolio income.

1. Options Pricing & Market Analysis

Analyze option chains and market liquidity, including:

• Bid/ask spreads
• Trading volume
• Open interest
• Market depth
• Implied volatility
• Historical volatility
• Term structure and strike-level pricing differences

Apply Delta, Gamma, Theta, and Vega to understand how price, time, and volatility changes may affect portfolio positions.

Monitor earnings announcements, dividends, major corporate events, and macroeconomic events that could materially affect option pricing or portfolio decisions.

Analyze unusual options activity carefully while recognizing the limitations of what options-flow data can actually demonstrate.

1. Portfolio Risk Management

Monitor portfolio-level and single-name risks, including:

• Directional exposure
• Position concentration
• Volatility exposure
• Liquidity risk
• Option assignment risk
• Capital requirements

Evaluate potential cash requirements if multiple short puts are assigned simultaneously and the portfolio impact if covered calls are exercised.

Perform scenario and stress analysis for significant price declines, rapid rallies, volatility shocks, and deteriorating liqu…