Portfolio Overlay Analyst — Rebalancing & Execution

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Leave

Vacation

HSA/FSA

401(k) Match

Mortgage Program

Free Bank Account

Job summary

Axos Invest, Inc. is seeking an Overlay Analyst to execute model-driven investment orders, coordinate rebalancing, and ensure accurate account-level changes across portfolio management, trading, operations, and client services.

The role focuses on executing CIO-directed strategy updates, resolving exceptions, and supporting onboarding and client preferences while maintaining documentation and compliance.

Qualifications

• 1+ years of experience Series 7 & 66

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 elevate 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

Series 7

Series 66

Job description

Axos Invest, Inc. is seeking an Overlay Analyst to execute model-driven investment orders, coordinate rebalancing, and ensure accurate account-level changes across portfolio management, trading, operations, and client services.

The role focuses on executing CIO-directed strategy updates, resolving exceptions, and supporting onboarding and client preferences while maintaining documentation and compliance.