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Overlay Analyst at Axos Bank - ApplyBlast

Overlay Analyst

Axos Bank

14 days ago

3.1 on Glassdoor

San Diego, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Overlay Analyst executes portfolio management directives and supports operational processes for model-driven investment strategies. This role acts as a key link between portfolio management, trading, operations, and client service teams to implement portfolio changes and ensure accurate account-level investment execution. The position involves coordinating rebalancing activities, resolving trading exceptions, and maintaining accurate records of portfolio changes.

Responsibilities

Execute portfolio model changes and implement investment strategy updates
Coordinate portfolio rebalancing activities and monitor trading completion
Research and resolve account-level trading exceptions and discrepancies

Skills

Qualifications

Series 7Series 66

About Axos Bank

axosbank.com

Headquarters

San Diego, California, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

Axos Bank is a federally chartered online bank offering personal and business banking products including checking, savings, mortgages, personal loans, and auto loans. The bank provides high-yield savings accounts, digital banking tools, and investment services through its mobile app and website. It serves both individual consumers and businesses, including commercial lending, treasury management, and fiduciary banking solutions.