Senior Analyst Overlay Trading LPL Financial
Overview
Senior Overlay Analyst leads daily management and trading of centrally managed platforms at LPL Financial. Develops reports for leadership and mentors junior analysts. This role drives process improvements and collaborates across teams to enhance efficiency and risk management.
What You'll Do9
- 1Lead team providing coaching and mentorship to analysts
- 2Design and oversee trading processes on LPL platforms
- 3Serve as subject matter expert on portfolio strategies and operations
- 4Contribute to cross-functional projects and platform enhancements
- 5Research and resolve operational issues and trading exceptions
- 6Drive improvements in scalability and controls
- 7Identify process optimization opportunities with partners
- 8Support leadership on strategic initiatives and incident response
- 9Collaborate with Wealth Management and enterprise teams
Requirements5
- 1Series 7 and 65 licenses
- 25+ years financial industry experience
- 33+ years Fixed Income Overlay trading experience
- 4Proficiency with Excel and Macro
- 5Introductory Visual Basic experience
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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