Overlay Portfolio Trading Analyst

lplfinancial; Fort Mill (SC); Presencial; USD 43.000 - 72.000; Jornada completa

Descripción de la vacante

LPL Financial, a leading wealth management firm in the U.S., seeks an Overlay Analyst to manage day-to-day trading and centrally managed platforms. You will ensure accounts align with investment strategies and craft regular/ad-hoc reports for leadership to monitor drivers and outcomes.

Ideal candidates have Series 7 and 65 licenses, 3+ years in finance, and a collaborative mindset. Join a fast-paced team focused on accuracy, efficiency, and client service excellence.

Formación

• Licenses: Series 7 and Series 65/66 required.
• 3+ years of experience in the financial industry.
• 1+ years of service-oriented collaboration with diverse groups.
• Bachelor's degree preferred.

Responsabilidades

• Participates in the management and execution of the OPMG processes as they relate to trading and day to day maintenance of the centrally managed platforms.
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment.
• Reviews, approves, and uploads model security portfolios submitted by investment managers and strategists.
• Reviews and approves large trades.
• Research complex situations and define the actions necessary to resolve the situation.
• Ability to take on new challenges. Subject Matter Expert on Operational Policies and procedures with a primary focus on one of the centrally managed platforms.
• Focuses on increasing efficiencies and reducing risk by improving current processes.
• Supports leadership on multiple and possibly overlapping projects.
• Project Testing and Implementation.
• Mine and analyze internal data sets and build reports to help stakeholders develop action plans and / or draw conclusions.
• Provides exemplary customer service by acting as a primary contact between OPMG and external/internal business partners.

Conocimientos

Series 7 license

Series 65 license

Finance industry experience

Educación

Bachelor's degree

Herramientas

MS Excel

Excel Macros

Visual Basic

Vestmark

Descripción del empleo

LPL Financial, a leading wealth management firm in the U.S., seeks an Overlay Analyst to manage day-to-day trading and centrally managed platforms. You will ensure accounts align with investment strategies and craft regular/ad-hoc reports for leadership to monitor drivers and outcomes.

Ideal candidates have Series 7 and 65 licenses, 3+ years in finance, and a collaborative mindset. Join a fast-paced team focused on accuracy, efficiency, and client service excellence.