Junior Investment Analyst / Trader – Equities, Options & Macro

About the Role

A growing multi-strategy investment firm is looking to add talented professionals to its trading and investment research team.

This opportunity is well suited to recent graduates, early-career professionals, and experienced candidates transitioning into markets who want direct exposure to professional investing, rigorous analytical work, and active portfolio decision-making.

The firm invests across equities, options, derivatives, macro strategies, and data-driven opportunities. Team members work closely with Portfolio Managers and senior investment professionals, contributing research and analysis that directly supports live investment decisions.

Responsibilities

As part of the investment team, you will contribute across research, idea generation, portfolio analysis, and trade implementation.

Key responsibilities include

• Perform fundamental and market research across equities, options, derivatives, and macro themes
• Develop financial models, valuation frameworks, and scenario analyses
• Evaluate economic, industry, company, and market developments
• Analyze traditional and alternative datasets to identify potential investment opportunities
• Support the development and testing of investment theses
• Assess options and derivative structures for directional, hedging, volatility, and relative-value opportunities
• Analyze payoff profiles, implied volatility, Greeks, and risk/reward characteristics of potential trades
• Assist with trade structuring, execution planning, and ongoing risk assessment
• Monitor portfolio positions, option exposures, and relevant market catalysts
• Prepare concise research summaries and investment recommendations for senior decision-makers
• Participate in investment discussions and due diligence processes

Candidate Profile

We are looking for intellectually curious, highly motivated candidates who want to develop strong professional investment judgment.

Successful candidates are typically

• Analytical and comfortable working with complex or incomplete information
• Highly interested in financial markets, investing, trading, and derivatives
• Capable of forming independent views and defending them with evidence
• Detail-oriented while maintaining a broader understanding of market context
• Comfortable taking ownership in a fast-moving, small-team environment
• Motivated by performance, responsibility, and continuous improvement

The role is open to both traditional finance candidates and professionals transitioning from other analytical disciplines.

Preferred Qualifications

While we do not recruit solely on academic pedigree, relevant preparation may include

• A degree in Finance, Economics, Mathematics, Engineering, Computer Science, Statistics, or a related field
• Prior experience or internships in investment research, trading, asset management, banking, or related financial roles
• Experience with financial modeling, valuation, market analysis, or quantitative research
• Familiarity with equities, listed options, futures, volatility, or macroeconomic analysis
• Understanding of option pricing, Greeks, volatility, and basic derivative risk concepts
• Professional qualifications such as CFA Level I or above, CAIA, or Certified Futures and Options Analyst (CFOA)
• Completion of TrendUp’s L3 and Specialization & Recruitment Program (SRP), which is viewed favorably and may accelerate the selection process

What We Offer

• Direct exposure to Portfolio Managers and senior investment professionals
• Hands-on involvement in live investment strategies
• Broad experience across research, trading, derivatives, and portfolio analysis
• Exposure to both cash and derivative instruments
• A performance-driven environment with significant responsibility for strong performers
• Competitive compensation based on experience and qualifications
• Performance-based bonus opportunities
• Flexible working arrangements, including hybrid or remote options for eligible candidates
• Strong long-term advancement potential for individuals who demonstrate investment ability and consistent performance

Priority Consideration

We place particular value on candidates who have demonstrated serious preparation for professional investment work.

Applicants who have completed TrendUp's SRP, are already part of the candidate pipeline, receive priority review and are asked not to apply on Indeed to avoid duplicate candidate profiles.

Pay: $96,900.00 - $145,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Professional development assistance
• Tuition reimbursement

Work Location: Remote