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Overlay Analyst at LPL Financial - ApplyBlast

Overlay Analyst

LPL Financial

5 days ago

3.5 on Glassdoor

Charlotte, North Carolina, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Overlay Analyst manages and trades LPL's centrally-managed platforms, ensuring accounts align with selected investment strategies. The role involves developing reports for leadership to monitor platform performance and drivers. It requires collaboration with internal and external partners to support operational processes and improve efficiencies.

Responsibilities

Manage and trade centrally-managed platforms in alignment with investment strategies
Develop and maintain reports to monitor platform performance and drivers
Review and approve model security portfolios and large trades

Skills

Qualifications

Series 7Series 65Series 66

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.