Jake Levy Email & Phone Number

New York City Metropolitan Area

Greater New York City Area

New York

Nyc

· Developed and pitched equity option trading strategies to best fit clientspecific needs including: enhancing returns or hedging existing positions in an underlying security and initiating positions in new securities via options to fit a certain riskreward profile · Collaborated with research and sales teams to interpret option trades occurring elsewhere in the marketplace to provide clients with a better… Show more · Developed and pitched equity option trading strategies to best fit clientspecific needs including: enhancing returns or hedging existing positions in an underlying security and initiating positions in new securities via options to fit a certain riskreward profile · Collaborated with research and sales teams to interpret option trades occurring elsewhere in the marketplace to provide clients with a better understanding of the activities of other market participants · Communicated extensively with firm's clients regarding their existing options positions on how to best adjust their holdings as the underlying security moved or as the expiration of their options approached · Performed options analysis based on both a fundamental and technical view of a security to identify attractive options strategies · Educated firm's sales force about the risks and benefits of various options strategies to enhance client discussions regarding options · Executed options trades of varying size and complexity using both the electronic marketplace and by identifying natural counterparties to take the other side Show less

· Oversaw clerking duties for trading operations at the Chicago Board of Options Exchange (CBOE), ensuring executed trades were accurately entered into firm's internal database and correctly cleared with the CBOE · Managed training of two junior analysts while delegating daily tasks amongst the group in order to streamline the clerking process · Generated VBA Macro to aggregate… Show more · Oversaw clerking duties for trading operations at the Chicago Board of Options Exchange (CBOE), ensuring executed trades were accurately entered into firm's internal database and correctly cleared with the CBOE · Managed training of two junior analysts while delegating daily tasks amongst the group in order to streamline the clerking process · Generated VBA Macro to aggregate historical data on daily changes made to our options pricing model used by the firm's COO Show less

· Assisted Senior Portfolio Manager with evaluation of 3 different portfolios, contributing research and suggestions for team discussions and client recommendations · Analyzed mutual funds to supply Senior Advisor information and recommendations for further conversation with clients