Overlay Analyst

The Overlay Analyst is responsible for executing portfolio management directives and supporting the operational processes necessary to maintain model-driven investment strategies. This role serves as a key link between portfolio management, trading, operations, and client service teams by implementing portfolio changes, coordinating rebalancing activities, resolving trading exceptions, and ensuring account-level investment changes are accurately executed.

Responsibilities:

• Execute portfolio model changes and implement CIO-directed investment strategy updates.
• Coordinate portfolio rebalancing activities and monitor completion of trading activities.
• Research, resolve, and elevate account-level trading exceptions and portfolio discrepancies.
• Support client account onboarding, transfers, restrictions, and investment preference changes.
• Ensure portfolio allocations remain aligned with approved models, investment objectives, and client restrictions.
• Partner with portfolio management, trading, operations, and client service teams to facilitate investment-related account maintenance.
• Monitor portfolio implementation activity and assist with quality control reviews.
• Maintain accurate records and documentation supporting portfolio changes and trading activities.
• Assist with process improvement initiatives designed to enhance operational efficiency and scalability.
• Support regulatory, compliance, and audit requests related to portfolio management activities.