Investment Associate, Options Overlay
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Quantitative Investment Associate at Farther developing systematic options overlay strategies. Collaborating with PMs across equity and fixed income, utilizing Python for research and analytics.
Responsibilities:
- 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
Requirements:
- 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)
Benefits:
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Similar Jobs
Senior Manager, Private Tax
Senior Manager in EY's Tax Financial Services Organization advising high net worth individuals. Responsible for complex tax returns and leading the tax professionals team.
Senior Manager – Oracle Cloud Finance, PPM
Senior Manager for Oracle ERP Financials at EY focusing on Delivery Excellence and implementing tailored Oracle solutions. Leading requirements gathering, solution design, and client interaction effectively.
Finance Manager
Finance Manager leading financial reporting and budgeting for Asurion. Collaborating with operations to optimize financial performance and ensure compliance with regulatory standards.
Financial Modeler
Contract Financial Modeler responsible for building detailed financial models in Excel. Working with a U.S.-based technology company focused on AI in financial modeling.
Executive Assistant to CFO
Executive Business Partner supporting the CFO in a remote role for a dynamic US-based company. Handling priorities, workflows, and initiatives to enhance financial performance effectively.
Finance Manager
Finance Manager responsible for financial operations at Simply Staking, a blockchain infrastructure company. Streamlining finance functions and ensuring compliance for sustainable growth.
Senior Finance Transformation Analyst
Finance Transformation Analyst at CareOregon identifying process improvements and supporting technology implementations. Collaborating with finance teams to enhance productivity and compliance with regulatory standards.
Regional Financial Systems Manager
Regional Financial Systems Manager overseeing financial applications for ALS. Leading systems support, project delivery, and vendor relationships in financial processes for the Americas region.
Financial Systems Manager
Manager of Financial Systems ensuring efficient operations and compliance within financial technology for VSP Vision. Supporting strategic corporate goals while managing enterprise-wide financial systems and initiatives.
Finance Assistant
Part-Time Finance Assistant responsible for submitting and reviewing invoices for Posted Companies. Accurate and detail-oriented individual working remotely with flexible hours.
Strategic Finance and Operations
Finance and Accounting Manager overseeing daily accounting operations and financial reporting for a remote organization. Managing audits and ensuring compliance in crypto accounting regulations.
Senior Reimbursement Specialist – Financial Reporting
Reimbursement Specialist Sr handling financial reporting for INTEGRIS Health. Preparation and submission of Medicare and third-party cost reports, working with the financial reporting team.
Financial Clearance Representative
Financial Clearance Rep providing patient support in scheduling and financial tasks. Join Conifer Health, enhancing healthcare services in a positive patient experience environment.
Senior Finance Manager
Finance Sr. Manager managing financial operations for GDIT, contributing to financial management and oversight. Overseeing budgeting, forecasting, and reporting within government contracting.
Senior Director – Workday, Financial Systems
Sr. Director of Workday & Financial Systems at Onterris, managing enterprise Workday Financials and PSA platform strategy. Leading a specialized team while ensuring compliance and efficiency.
Manager – Project Financial Management
Manager of Project Financial Management at Baker Tilly ensuring accurate revenue recognition and leading financial analytics team. Focused on operational excellence and data-driven insights.
Workday Financials Analyst – Adaptive, P2P
Workday Financials Product Developer optimizing modules and supporting business users at Huron Consulting Group. Collaborating to implement solutions in Finance functional areas.
Senior FP&A Manager
Senior FP&A Manager responsible for financial planning and analysis at Roo, empowering veterinary professionals. Leading financial forecasting and cross-functional partnerships to drive strategic decisions.
Finance Manager, Financial Planning & Analysis
Provide financial support to country offices and programs, involving planning, analysis, and budgeting processes. Support investment reviews and due diligence while enhancing financial functions.
Financial Analyst
Financial Analyst supporting a federal government program while contributing to financial operations. Develops financial models and ensures accurate budget reporting for essential outcomes.