Overlay Portfolio Trader – Strategic Trading & Analysis

LPL Financial LLC

Fort Mill (SC, FL)

On-site

USD 43,000 - 72,000

Full time

5 days ago

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Job summary

LPL Financial Holdings Inc. seeks an Overlay Analyst to manage day-to-day operations of its centrally managed platforms and ensure alignment with investment strategies.

You will develop and maintain regular and ad-hoc reports for leadership and collaborate with investment managers and strategists to improve portfolio execution and risk controls. Based in Fort Mill, SC, the role demands strong analytical skills, high attention to detail, and ability to perform under deadlines in a fast-paced

Qualifications

Series 7 and 65 (or 66) licenses.
3+ years of experience in the financial industry and/or processing in a high volume, deadline-driven environment.
1+ years of service-oriented experience working with clients, firms, and internal partners.

Responsibilities

Participates in the management and execution of OPMG processes related to trading and daily maintenance of centrally managed platforms.
Review, approve, and upload model portfolios and large trades; meet strict deadlines with minimal supervision.
Mine and analyze internal data; build reports for leadership to drive action plans.
Act as SME on operational policies and collaborate on cross-functional projects.

Skills

Series 7 & 65 licenses

Finance industry experience

Large trade review

MS Excel proficiency

Visual Basic (Excel Macro) intro

Education

Bachelor's degree

Tools

Vestmark

MS Excel

Excel Macros (VB)

Job description

LPL Financial Holdings Inc. seeks an Overlay Analyst to manage day-to-day operations of its centrally managed platforms and ensure alignment with investment strategies.

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