Overlay Analyst - Licensed (Fintech)

Location: HQ - San Diego, California, United States

Salary: $20.00–$30.00 per hour, plus eligible discretionary bonus targets of 5% cash and 5% restricted stock units.

Company

Digital-first financial services organization providing technology-driven banking, investment, and money management solutions to individuals, small businesses, and companies.

What you will do

• Execute portfolio model changes and CIO-directed investment strategy updates.
• Coordinate portfolio rebalancing and monitor completion of trading activities.
• Research, resolve, and escalate trading exceptions and portfolio discrepancies.
• Support client account onboarding, transfers, restrictions, and investment preference changes.
• Maintain accurate portfolio allocations, records, and documentation in line with approved models and client restrictions.
• Support quality control, process improvement, regulatory, compliance, and audit activities.

Requirements

• At least 1 year of relevant experience.
• Series 7 and Series 66 licenses.
• Ability to work at the San Diego headquarters in the United States.
• Must satisfy U.S. employment eligibility verification requirements.
• Successful completion of credit, criminal background, and pre-employment drug screening, including marijuana screening.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, three weeks of vacation, and approximately 11 holidays.
• HSA or FSA accounts and other voluntary benefits.
• 401(k) retirement savings plan with employer match and a 529 savings plan.
• Employee mortgage loan program and access to a bank account with self-directed trading.