Join the LLR family of private equity-backed growth companies.

Company Overview

Soltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important endeavors.

Your Role

As an Investment Analyst with a focus on options strategies, you will play a critical role in supporting the firm’s investment and portfolio management functions, with particular emphasis on options-based analysis, risk management, and implementation. This role partners closely with portfolio managers and advisors to evaluate market conditions, design options strategies, and enhance portfolio outcomes through disciplined, risk-aware use of derivatives.

This position is primarily analytical and investment-focused, with limited client-facing responsibilities.

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Primary Responsibilities Include:

Options Strategy & Analysis

· Analyze and model options strategies, including covered calls, protective puts, spreads, and collars.

· Evaluate risk/reward profiles, payoff structures, and scenario outcomes for options-based trades.

· Monitor options positions, expirations, and implied volatility metrics.

· Support the design and ongoing refinement of firm-wide options strategies and overlays.

Portfolio Management Support

· Assist with portfolio construction, rebalancing, and implementation of investment strategies.

· Support tax-aware investment decisions, including options-related tax considerations.

· Collaborate with portfolio managers on tactical and strategic investment positioning.

Market & Volatility Research

· Conduct research on market trends, volatility environments, and options market signals.

· Analyze implied vs. historical volatility and market sentiment indicators.

· Prepare internal research, analysis, and recommendations to support investment decisions.

Investment Operations & Execution

• Support trade implementation, monitoring, and reconciliation related to options activity.

• Ensure accurate documentation and adherence to internal investment policies.

• Coordinate with custodians, trading platforms, and internal teams as needed.

Advisor & Client Support

• Provide analytical support for advisor discussions related to options strategies.

• Assist in preparing client-facing materials that explain options concepts in a clear, compliant manner.

• Occasionally participate in client or internal investment meetings as needed.

Knowledge, Skills & Abilities:

Qualifications:

• Bachelor’s degree in finance, economics, business, or a related field.

• 4+ years of experience in investment analysis, portfolio management, or trading.

• Strong understanding of options mechanics, strategies, and risk management principles.

• Proficiency in Excel and financial modeling; experience with portfolio or trading systems preferred.

• Strong analytical mindset with high attention to detail.

• Ability to communicate complex investment concepts clearly and concisely.

• Comfort working independently while collaborating within a team environment.

Preferences:

• CFA Certification

Compensation and Benefits:

• Compensation: Commensurate with experience.

• Health Insurance: Multiple plan options with strong employer contributions for health, dental, and vision.

• Retirement Savings: Employer-matched 401(k), fully vested, with all plan administrative fees covered.

• Paid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over time.

• Parental Leave: Paid maternity and paternity leave.

• Wellness & Additional Support: Lifestyle and wellness benefits, paid time off for jury duty, bereavement, and military service.