What are the responsibilities and job description for the Portfolio Trading Analyst (Equities) position at King & Sykes?
Portfolio Trading Analyst (Equities)
Family Office | Houston, Texas
A highly regarded Family Office based in Houston is seeking a Portfolio Trading Analyst to join its investment team. This individual will work directly alongside senior investment professionals, supporting the management and execution of public market investment strategies with a particular focus on equities and volatility trading.
This is an exceptional opportunity for a high-performing investment professional with 2-5 years of experience who is looking to gain broad exposure across portfolio management, trading, market research, and risk management within a long-term investment environment.
Key Responsibilities
- Execute and monitor equity and derivatives trades across public market portfolios.
- Support portfolio managers in the implementation of investment strategies across equities, options, and volatility-related products.
- Conduct market research, company analysis, and thematic investment work to identify potential opportunities.
- Analyze portfolio exposures, factor risks, and performance attribution.
- Develop and maintain trading models, portfolio analytics, and market-monitoring tools.
- Track market developments, earnings releases, economic data, and macro events impacting portfolio positioning.
- Assist with portfolio construction, rebalancing, and risk management initiatives.
- Prepare investment memos, market commentary, and performance reports for senior management.
- Work closely with external brokers, counterparties, and service providers.
Qualifications
- Bachelor's degree in Finance, Economics, Mathematics, Engineering, Statistics, or a related quantitative discipline.
- 2-5 years of experience in equity trading, equity research, portfolio analytics, volatility trading, market-making, hedge funds, proprietary trading, asset management, or family office investing.
- Strong understanding of equity markets, options, derivatives, and volatility strategies.
- Experience analyzing and interpreting market data and portfolio risk metrics.
- Advanced proficiency in Excel and Bloomberg.
- Exposure to Python, VBA, SQL, or other quantitative tools is highly desirable.
- Strong analytical, quantitative, and problem-solving capabilities.
- Excellent communication skills and ability to work within a small, highly collaborative investment team.
Preferred Backgrounds
The successful candidate may come from:
- Equity Trading Desk
- Volatility Trading Team
- Hedge Fund
- Asset Management Firm
- Family Office
- Equity Research Platform
- Proprietary Trading Firm
- Investment Bank Sales & Trading Division
Compensation
- Competitive Base Salary
- Annual Performance Bonus
- Long-Term Career Development Opportunity
- Direct Exposure to Senior Investment Decision Makers
- Comprehensive Benefits Package
Location
Houston, Texas
This position offers a unique opportunity to join a sophisticated Family Office investment platform and gain meaningful exposure across public equities, derivatives, portfolio management, and volatility-focused investment strategies.