Portfolio Overlay Analyst

Hightower Advisors; Chicago (IL); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical, dental & vision insurance (on

Parental leave

Hybrid work schedule

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in Chicago is seeking a skilled Overlay Management professional to optimize client portfolios. You will rebalance portfolios to policy, oversee block order transmission, and manage cash flows with careful risk awareness.

The role requires 2–5 years in trading or portfolio operations, hands-on OMS/EMS experience, and strong Excel and communication abilities. Hybrid work and competitive compensation are offered in a supportive team environment.

Qualifications

• 2–5 years of trading or portfolio operations experience.
• Experience with overlay/centralized portfolio management is a plus.
• Proficiency with OMS/EMS and trade blotter workflows.
• Bachelor’s degree in a relevant field; advanced degree a plus.

Responsibilities

• Execute daily overlay workflows across trading and overlay team.
• Oversee transmission of rebalance orders to custodians and ensure accurate allocations.
• Process ad-hoc client cash requests and manage settlement cycles.
• Perform daily account reconciliations and produce audit trails and tax summaries.
• Liaise with advisors, portfolio managers, compliance, custodians, and vendors to resolve issues.

Skills

Advanced Excel

Communication

Problem solving

Attention to detail

Education

Bachelor's in Finance/Economics/Math/Engineering

Tools

OMS/EMS

TAMP platforms

Portfolio optimizers

Trade blotter

Job description

Hightower Advisors in Chicago is seeking a skilled Overlay Management professional to optimize client portfolios. You will rebalance portfolios to policy, oversee block order transmission, and manage cash flows with careful risk awareness.

The role requires 2–5 years in trading or portfolio operations, hands-on OMS/EMS experience, and strong Excel and communication abilities. Hybrid work and competitive compensation are offered in a supportive team environment.