Senior Analyst – Overlay

• Represent OPMG/Trading in large enterprise projects and explain the impact of changes
• Create trainings and presentations and educate advisors about the Tax Overlay Program
• Contribute to business strategy for seamless firm transitions
• Support implementation of multifaceted OPMG roadmap goals and ensure tax overlay projects meet deadlines
• Manage cross-functional relationships with key enterprise stakeholders
• Conduct project reviews and create detailed reports for executive leadership
• Optimize and improve processes and the overall approach where necessary
• Act as senior trader, including identifying client accounts for optimization, executing trade instructions, reviewing and recommending transactions, and consolidating and executing transactions across accounts for execution and allocation
• Represent the tax overlay team and OPMG with business, product management, and technology partners to define and test process and technology improvements
• Conduct analysis and create transition analysis reports for accounts interested in enrolling in the tax overlay program
• Present transition analysis reports to advisors, pitch the program, and explain transition plans

• Bachelor’s Degree
• Knowledge of investment management operations and practices, with emphasis on unified managed accounts, including trading and portfolio accounting systems
• Experience speaking to large audiences, up to 500 people
• Experience creating PowerPoint presentations for executive audiences and the public
• Knowledge of financial markets, including equities, fixed income, mutual funds, ETFs, and hedge funds
• Experience working in a fast-paced environment with daily deadlines
• Expert-level knowledge of Excel and Power Point
• Knowledge of LPL Advisory Account management processes, procedures, and systems
• Interest in, or progress towards, CFA designation
• Understanding of multi-factor risk models and optimization
• Understanding of Modern Portfolio Theory
• Ability to communicate objectives, outcomes, and progress concisely
• Ability to consistently deliver by specific deadlines
• Ability to multitask and manage various projects simultaneously
• Attention to detail
• Capacity to manage high-stress situations
• Conflict resolution skills

Demonstrates expertise in investment management operations, particularly in unified managed accounts, while effectively communicating complex financial concepts to diverse audiences. Proficient in project management and process optimization, ensuring timely delivery of tax overlay initiatives.

• Investment Management Operations
• Expert-Level Excel
• PowerPoint Presentation Creation
• Knowledge of Financial Markets
• Understanding of Modern Portfolio Theory

• Unified Managed Accounts
• Portfolio Accounting Systems
• Multi-Factor Risk Models
• Tax Overlay Program Analysis
• Trade Execution
• Transition Analysis Reporting
• Process Optimization
• Project Management

• Conflict Resolution
• Attention to Detail
• Ability to Multitask
• Capacity to Manage High-Stress Situations
• Effective Communication

• Bachelor’s Degree
• CFA Designation (Interest or Progress)

• Financial Markets
• Equities
• Fixed Income
• Mutual Funds
• ETFs
• Hedge Funds
• LPL Advisory Account Management

• Excel
• Power Point