Trader – Investment Team (Equities & Derivatives)

Location

Indianapolis, IN 46256

About the Role

Larson Financial Holdings is seeking a Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. You’ll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm’s trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset.

Key Responsibilities

• Trading & Execution: Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution.
• Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab).
• Implement and roll options overlays including covered calls, basis trades, and hedging positions.
• Support rebalancing, cash management, and portfolio transitions for new and existing clients.
• Portfolio Implementation & Coordination: Work with portfolio managers to translate investment decisions into account-level trades.
• Manage tax-sensitive trading — including loss harvesting, holding period awareness, and short/long gain optimization.
• Align equity and options positions with target exposures and firm-level investment views.
• Process & Program Development: Help enhance trade workflows, automation, and reporting systems for greater scale and transparency.
• Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines.
• Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact.
• Collaboration & Oversight: Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control.
• Provide trading insight and feedback to inform future strategy and platform improvements.
• Document and communicate trading activity clearly to both internal teams and leadership.

Requirements

• 3–5 years of equity and options trading experience within an RIA, asset manager, or hedge fund
• Series 63 (Series 7 preferred)
• Deep understanding of equity markets, derivatives, and risk management
• High attention to detail under pressure; execution-first mindset
• Strong communication skills and team orientation

Preferred Qualifications

• Experience managing multi-account overlays or implementing firm-wide rebalances
• Degree in Finance, Economics, or related field
• Experience with Schwab systems (Advisor Center, OMS, or OMS API tools)
• Python, C++, MatLab or Excel VBA for automation/reporting
• Series 24 or prior supervisory experience

What We Offer

• Direct impact on portfolio implementation and client outcomes.
• Exposure to complex investment strategies across public and private markets.
• Collaborative team environment focused on continuous improvement and innovation.
• Competitive compensation with performance incentives and growth potential.