Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-KT1

Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-KT1

Transform Your Career

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.

Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

THE TEAM – CORPORATE PERFORMANCE MANAGEMENT

Team with fast growing companies and well-known enterprises (both privately held and publicly traded) on a variety of transformational corporate performance management (CPM) projects leveraging OneStream XF.  Team with leaders from across Highspring to provide fully integrated services to support clients in the office of the CFO, CAO, and CIO.

Your Impact

• Lead technical aspects of OneStream engagements, including new implementations and optimization efforts, across the full project lifecycle spanning requirements, design, configuration, testing, deployment, and support.
• Team with the leadership of the firm’s CPM practice helping to set and execute strategy, grow the practice, deepen the alliance relationship with OneStream, amplify our center of excellence, and support staffing and recruiting efforts.
• Support business development pursuits and marketing initiatives, including events, conferences, discovery, demonstrations, and proposal efforts.
• Ensure adherence to Highspring's delivery methodology, approach, standards, tools, and templates, while proactively identifying opportunities and developing solutions for continual improvement.
• Educate internal and external audiences on OneStream XF capabilities and best practices.
• Develop team members through coaching, mentorship, career development activities, and technical training.
• Collaborate with other Highspring services (e.g., target operating model, finance transformation, technical accounting, M&A, etc.) to engage as business partner and advisor to our clients.
• Embrace and embody Highspring's culture, client service principles, and guiding principles.

You Are

Someone who is enthusiastic, entrepreneurial, and motivated.  You’re not afraid to think strategically -and- get your hands dirty.  You’re not only concerned with the success of the project, but you’re building positive relationships with clients along the way. You’re shaping expectations and ensuring the standard of work is in line with promises made.  There are a lot of moving pieces, but you’ve got the work ethic to stay on top of it all.

You are a team-builder and problem-solver. You stay updated on new product enhancements.  You know how to use OneStream to creatively design and implement solutions for your client’s unique challenges.  You know that collaboration is key, so you look for ways to source and share best practices.  If there’s a new way to do something that improves outcomes for clients, you’ll find it.

At a minimum, you will have:

• 3+ years of direct, full life cycle experience implementing or optimizing OneStream.
• 5+ addition years of direct, full life cycle experience implementing or optimizing OneStream and/or other market leading CPM solutions (e.g., Oracle EPM Cloud, Oracle Hyperion, etc.).
• Demonstrated ability to develop technical solutions to empower functional business needs.
• 5+ years of relevant professional services experience.
• Strong understanding of the functional business processes that CPM enables including close, consolidation, reporting, planning, budgeting, and forecasting.
• Strong perspective on CPM best practices.
• Experience with data integration, conversions, and interfaces.
• OneStream business rules and/or .NET and/or VBA and/or SQL experience.
• Experience managing projects, including responsibility for scope, schedule, budget, resource management.
• Proven ability to lead, motivate, and build teams that deliver services and solutions that surpass client expectations.
• Flexibility to travel up to 25%.

Preferably, you will have:

• Bachelor’s and/or graduate degree in finance, accounting, business administration, information systems, IT, or related field.
• Prior functional, industry experience in corporate accounting or financial planning & analysis (FP&A).
• OneStream Certified Professional (OCP) lead architect certification.
• CPA, PMP, CSM, or Six Sigma certifications.

• Develop and maintain advanced analytics solutions using Microsoft Power BI (including Power Query and DAX) and Excel (including VBA, custom macros, and complex functions).
• Design, build, and manage dashboards and reports to support multiple functional teams across the organization.
• Analyze large datasets efficiently, ensuring timely and accurate delivery of insights to internal and external stakeholders.
• Validate and maintain data integrity, performing rigorous quality checks to ensure accuracy and reliability.
• Collaborate with stakeholders to identify business needs, anticipate requirements, and communicate findings clearly and effectively.
• Support process improvement initiatives, leveraging automation and analytics to enhance operational efficiency.
• Promote a KPI-driven culture by helping define and implement key performance indicators for critical processes.

• Minimum 4 years of advanced experience with Microsoft Power BI, including Power Query and DAX.
• Minimum 2 years of advanced experience with Microsoft Excel, including VBA, custom macros, and complex functions.
• Strong knowledge of the Microsoft platform and ability to navigate and integrate tools effectively.
• Excellent communication skills, with the ability to explain technical concepts to non-technical stakeholders.
• Demonstrated critical thinking and problem-solving skills, with a proactive and adaptive approach.

• Experience with Automation tools such as Power Automate, UiPath, or Automation Anywhere.
• Advanced knowledge of SharePoint, including permissions management, site architecture, and workflow automation.
• Experience coding and using AI tools to supplement the development process.
• Ability to work collaboratively across diverse teams and functions.
• Strong initiative and resourcefulness in researching and implementing innovative solutions.
• Technically savvy and quick to learn new platforms and tools.
• Knowledge of music industry terms and processes.

• A self-starter who thrives in a fast-paced environment.
• Someone who is curious, detail-oriented, and passionate about leveraging data and automation to solve business challenges.
• A team player who values collaboration and clear communication.

• Applying The MLC’s Guiding Principles to your work and your behaviors
• Being process-oriented, data-driven, and tech-savvy; being collaborative, curious, and open to new ideas
• Engaging in a diverse and dynamic team; continuing with personal development
• Inspiring others with your enthusiasm and humility