Trading Analyst, Overlay Portfolio Management
Core
Manage and trade LPL's centrally-managed investment platforms, ensuring accounts align with selected strategies and monitoring performance drivers.
Role type
Senior IC trading analyst (overlay portfolio management)
Builds
Centrally managed investment platforms for financial advisors and institutions
Domain
Wealth management / Financial services
Required skills
Portfolio management, trade execution, regulatory compliance (Series 7/65/66), data analysis, process improvement, stakeholder communication, risk management, reporting, system administration
Preferred skills
BETA platform proficiency, Vestmark platform proficiency, Excel Macro (Visual Basic), business process improvement
Technologies
BETA, Vestmark, MS-Excel, Visual Basic
Responsibilities
Execute and maintain daily trading operations for centrally managed platforms; review and approve model security portfolios and large trades; develop and maintain operational reports for leadership; research complex operational situations and define resolution actions; improve processes to increase efficiency and reduce risk; support cross-functional projects and testing implementation; act as primary contact for OPMG business partners.
Seniority
Mid-Senior, hands-on IC