full-time
Trading Analyst, Overlay Portfolio Management
LPL Financial
- Employer
- LPL Financial
- Location
- Tempe, Arizona, United States; Charlotte, North Carolina, United States; Fort Mill, South Carolina, United States
- Working pattern
- on-site
- Salary
- $31–$52 / hour
About the role
The Overlay Analyst manages and executes trading processes for centrally-managed platforms while ensuring accounts align with investment strategies. They also develop reports for leadership, review large trades, and act as a primary contact for internal and external business partners. Candidates must hold Series 7 and 65 or 66 licenses and possess at least 3 years of experience in the financial industry. Proficiency in high-volume, deadline-driven environments and strong analytical skills are required.