Sr Analyst - Overlay
Core
Senior Analyst managing the delivery and implementation of the LPL Tax Overlay Program, balancing tactical execution, project management, and active trading responsibilities to optimize client accounts.
Role type
Senior Analyst (Portfolio Management & Trading)
Builds
Tax Overlay Program implementation, client account optimization, and enterprise-wide project deliverables
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Investment management operations, trading and portfolio accounting systems, financial markets (equities, fixed income, mutual funds, ETFs, hedge funds), Excel, PowerPoint, project management, stakeholder communication, transition analysis
Preferred skills
CFA designation, multi-factor risk models, Modern Portfolio Theory
Technologies
Excel, PowerPoint, portfolio accounting systems, trading systems
Responsibilities
Manage cross-functional relationships with enterprise stakeholders; Create trainings and presentations to educate advisors on the Tax Overlay Program; Act as senior trader to identify accounts for optimization, execute trade instructions, and consolidate transactions; Conduct transition analysis reports and pitch the program to advisors; Represent the team in discussions with business, product, and technology partners to define process improvements; Optimize investment processes and approaches.
Seniority
Senior, hands-on IC
