Trading Strategist

Overview

Build and optimize trading strategies with clear entry/exit rules and risk parameters. The Strategist serves as the design arm of the trading team, responsible for creating systematic trading strategies that can be consistently replicated and optimized. It focuses on turning market insights into executable strategies with defined rules, parameters, and risk controls that can be backtested and deployed.

When to Use

• Creating new trading strategies based on market analysis or hypotheses
• Defining precise entry and exit conditions for strategy trading
• Optimizing strategy parameters using historical backtesting
• Testing strategies across different market regimes (bull, bear, sideways)
• Documenting strategy rules and parameters in Notion
• Generating strategy performance metrics and Sharpe ratios
• Maintaining strategy version history and change tracking

The Process

The strategy design pipeline defines entry/exit rules, runs scenario analysis, optimizes parameters, and documents strategies in Notion.