Portfolio Overlay Analyst — Rebalance & Implement

Axos Bank; San Diego (CA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life保险

Paid Sick Leave

Vacation and Holidays

HSA or FSA

401(k) with employer match

Mortgage loan program

Free Axos Bank account with self‑tr</

Job summary

Axos Invest, Inc. is seeking an Overlay Analyst to execute portfolio model changes and support operational processes for maintaining model-driven investment strategies.

This role links portfolio management, trading, operations, and client service teams by implementing portfolio changes and coordinating rebalancing activities. The ideal candidate will have 1+ years of experience and hold Series 7 and 66 licenses.

Qualifications

• 1+ years of experience in a related role.
• Licenses: Series 7 and 66 are required or target.
• Familiarity with portfolio management workflows is a plus.

Responsibilities

• Execute portfolio model changes and implement CIO-directed investment strategy updates.
• Coordinate portfolio rebalancing activities and monitor completion of trading activities.
• Research, resolve, and escalated account-level trading exceptions and portfolio discrepancies.
• Support client account onboarding, transfers, restrictions, and investment preference changes.
• Ensure portfolio allocations remain aligned with approved models, investment objectives, and client restrictions.
• Partner with portfolio management, trading, operations, and client service teams to facilitate investment-related account maintenance.
• Monitor portfolio implementation activity and assist with quality control reviews.
• Maintain accurate records and documentation supporting portfolio changes and trading activities.
• Assist with process improvement initiatives designed to enhance operational efficiency and scalability.
• Support regulatory, compliance, and audit requests related to portfolio management activities.

Skills

1+ years experience

Series 7

Series 66

Tools

Series 7

Series 66

Job description

Axos Invest, Inc. is seeking an Overlay Analyst to execute portfolio model changes and support operational processes for maintaining model-driven investment strategies.

This role links portfolio management, trading, operations, and client service teams by implementing portfolio changes and coordinating rebalancing activities. The ideal candidate will have 1+ years of experience and hold Series 7 and 66 licenses.