Trading Analyst, Overlay Portfolio Management

About the role

Manage and trade LPL’s centrally managed platforms, ensuring accounts align with selected investment strategies; review and approve model portfolios and large trades, and resolve complex operational issues. Develop reports and analyze internal data, improve processes and reduce risk, 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 varied stakeholders. Candidates should demonstrate analytical ability, accuracy, collaboration, customer service, and problem-solving; preferred qualifications include a bachelor’s degree, proficiency in BETA, Vestmark, and Excel, introductory Visual Basic and Excel macro experience, and process-improvement experience.