Overlay Trading Automation Analyst

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. As a member of the Overlay Trading Team at Kestra Financial, the Trading Automation Analyst will support the execution, scaling, and continuous improvement of trading and portfolio implementation workflows across UMAPlus, Kestra's premier advisory program. This role combines hands-on involvement in managed account trading operations with a strong emphasis on building practical automation, tooling, and reporting solutions that improve scale and operational consistency. The ideal candidate is analytically sharp, technically capable, and operationally minded—someone comfortable using Python, SQL, Excel, and workflow tools to solve business pr...