Tax Loss Harvesting Finance Jobs

1 job found

6mo ago

Trader – Investment Team (Equities & Derivatives)

Larson Financial Group, LLC Indianapolis, IN

Indianapolis, IN

6mo ago Closed

Full time Python Automation Best Execution

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

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.

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