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Overlay Trading Analyst: Portfolio Management & Analytics
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-08-08
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, FinTech
Job Description & How to Apply Below
LPL Financial Holdings Inc. is seeking an Overlay Analyst to manage day-to-day trading of centrally managed platforms and develop reports for leadership to monitor performance.
This role focuses on executing model portfolios, ensuring compliance with investment strategies, and delivering timely insights to stakeholders. The successful candidate will have Series 7 and 65 licenses, 3+ years in finance, and strong MS Excel and Vestmark skills, contributing to efficient, accurate operations in a
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