Overlay Trading Analyst — Portfolio Management

LPL Financial; Tempe (AZ); On-site; USD 89,544,000 - 148,781,000; Full time

Job summary

LPL Financial, a leading wealth management firm in the U.S., is seeking an Overlay Analyst to manage day-to-day trading of centrally managed platforms and to develop reports for leadership to monitor performance.

The role requires Series 7 and 65 licenses, 3+ years in finance, and client-facing experience. Strong analytical skills and MS Excel proficiency are expected. This is a full-time, on-site position in Tempe, AZ.

Qualifications

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

Responsibilities

• Participates in the management and execution of OPMG processes related to trading and day-to-day maintenance of centrally managed platforms.
• Meet tight deadlines with minimal supervision in a fast-paced environment.
• Review, approve, and upload model portfolios submitted by investment managers and strategists.

Skills

Series 7 license

Series 65 license (or 66)

Financial industry experience

Client-facing experience

Data analysis

Education

Bachelor's degree

Tools

MS Excel

Excel Macro

Visual Basic

Vestmark

Job description

LPL Financial, a leading wealth management firm in the U.S., is seeking an Overlay Analyst to manage day-to-day trading of centrally managed platforms and to develop reports for leadership to monitor performance.

The role requires Series 7 and 65 licenses, 3+ years in finance, and client-facing experience. Strong analytical skills and MS Excel proficiency are expected. This is a full-time, on-site position in Tempe, AZ.