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Business Data Analyst

Job ID: R-020980 Date posted: 01/14/2022 Primary Location TX-Austin Other Locations SC-Fort Mill , TX-Remote

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We are currently looking to hire a SeniorBusiness/Data Analyst within the Enterprise Data and Information Services team, which is a part of LPL’s Technology organization. This position is responsible for supporting high profile regulatory projects and efforts as a senior business analyst, adhering to an enterprise-wide data governance framework to achieve the required level of consistency, quality, understanding, and protection of data.


  • Participate in all related meetings including daily SCRUM calls and provides direction and feedback based on direction and input from business owner

  • Receive all of the regulatory request each day

  • Works with business owners to clarify requirements.

  • Works with business owners to define and document request acceptance criteria

  • Raises requirement issues / risks to manager for resolution

  • Write up the JIRA tickets  - average of 7 daily

  • Is available to the team to provide guidance and feedback

  • Have the opportunity to run reports in SSRS, OBIEE, or Tableau in order to fulfill the request.

  • Have the opportunity to run SQL in SSMS and Oracle if the person has that skillset.

  • Perform PO Review of output file after it has gone through QA.

  • And finally, send the vetted output files to business in secure manner with appropriate documentation.

What are we looking for?

We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented. The Agile Business/Data Analyst for the Regulatory Reporting Team much thoroughly understanding the business requirements and our various data sources, and write Jira Stories in a way that the developers can create the required data extracts. 


  • 5+ years’ experience as a Business or Data Analyst in a Data Management organization.

  • Strong knowledge of SQL or other query languages.

  • Experience with SSRS, Tableau, OBIEE or other reporting tools.

  • Familiar with database design and development methodologies.

Core Competencies:

  • Strong problem-solving skills (e.g., root cause analysis) to debug or improve existing systems

  • Ability to work independently in a fast-paced environment.

  • Highly organized with strong communication, problem-solving, documentation, and presentation skills.

  • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.

  • Experienced in both waterfall and agile project methodologies.

  • Proven ability to be proactive, possess flexible attitude, learn new skills, and manage ambiguity.


  • Experience with creation of metadata management artifacts such as data dictionary, business glossary, data flow map, data lineage diagram or ontologies

  • Familiar with Data Definition Language (DDL) and Data Manipulation Language (DML) SQL commands

  • Financial services industry experience is a plus

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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