Trading Analyst, Overlay Portfolio Management

About the role

Manage and trade centrally managed investment platforms, ensuring accounts align with selected strategies; review and approve model portfolios and large trades, and resolve complex operational issues. Analyze internal data and produce reports, improve processes, support projects and implementations, and serve as a primary contact for internal and external partners. Requires Series 7 and Series 65 or 66 licenses, at least three years of financial-industry or high-volume, deadline-driven processing experience, and at least one year of service-oriented experience working with multiple groups. Candidates should demonstrate analytical ability, accuracy, collaboration, customer service, and strong written and verbal communication; a bachelor's degree and proficiency with BETA, Vestmark, and Excel are preferred.