Job Overview:The Overlay Analyst is responsible for the day-to-day management and trading of LPL's centrally-managed platforms. The Overlay Analyst ensures that all accounts are managed in-line with the selected investment strategies. In addition, the Overlay Analyst develops and maintains regular and ad-hoc reports that allow LPL Leadership to better monitor and understand the drivers of the Centrally Managed Platforms.
Responsibilities:- Participates in the management and execution of the OPMG processes as they relate to trading and day to day maintenance of the centrally managed platforms.
- Ability to meet strict deadlines with minimal supervision in a fast-paced environment.
- Reviews, approves, and uploads model security portfolios submitted by investment managers and strategists.
- Reviews and approves large trades.
- Research complex situations and define the actions necessary to resolve the situation
- Ability to take on new challenges. Subject Matter Expert on Operational Policies and procedures with a primary focus on one of the centrally managed platforms.
- Focuses on increasing efficiencies and reducing risk by improving current processes.
- Supports leadership on multiple and possibly overlapping projects.
- Project Testing and Implementation.
- Mine and analyze internal data sets and build reports to help stakeholders develop action plans and / or draw conclusions.
- Provides exemplary customer service by acting as a primary contact between OPMG and external/internal business partners.
What are we looking for?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness,
act with integrity, and are
driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements:- Series 7 and 65 (or 66) licenses
- 3+ years of experience working in the financial industry and/or processing in a high volume and deadline-driven environment
- 1+ years of Service-oriented experience working with various groups such as clients, other firms, service team, offshore partners, and various business units within a company
Core Competencies:- Effective team player
- Ability to handle escalated items timely and accurately.
- Demonstrates the ability to collaborate across departments and in meetings to implement or support ongoing processes and projects.
- Client-first customer service-oriented mindset from a financial background
- Attention to detail, problem-solving skills, and excellent verbal and written abilities.
- Ability to contribute positively to a team-focused environment, driving both growth and innovation.
- Highly analytical, have a reputation for high productivity and accuracy, capable of achieving outstanding results under time constraints.
Preferences:- BETA - Proficient
- Vestmark - Proficient
- Bachelor's degree
- MS- Excel- Proficient
- Visual Basic- Introductory
- Excel Macro (Visual Basic) experience
- Business Process improvement experience
Pay Range: $31.25-$52.04/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
