Trader - Investment Team (Equities & Derivatives)

Description: Location: Indianapolis, IN

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

* 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.

Larson offers a generous employee benefits & perks package:

* Profit Sharing Bonus Program * 401(k) Employer Match up to 4% * Medical Insurance (HDHP HSA plans are 100% paid for the employee) * ER PD Telehealth * Dental Insurance * Vision Insurance * ER PD Life, Disability & EAP Insurance * Supplemental Insurance * Paid time Off (112 hours after 90 days) * Holiday Pay (12 Holidays) * Training & Education * ER Events, Awards, Activities

PIce070aa37fcf-29400-39737711