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Fixed Income Strategist

Job ID: R-011404 Date posted: 10/19/2020 Primary Location SC-Fort Mill Other Locations MA-Boston , CA-San Diego

Have you managed fixed-income investments or made fixed-income recommendations to retail or institutional investors?

Are you looking for an opportunity to analyze investments and manage investment portfolios?

Do you have a passion for the financial markets? Do you like to write?

If so, the fixed income strategist position at LPL Financial may be a fit for you.

Job Overview:

The Fixed Income Strategist within the LPL Financial Research Department will support the Director of Research in providing investment strategy research with a fixed income emphasis. As a member of the Investment Management Committee, the fixed income strategist will contribute to portfolio positioning decisions, provide broader macroeconomic insights, and present views to the committee to help drive Research model portfolio performance. You will collaborate with and provide analytical support to other investment and market strategists and content creators. You will be tasked with creating thought-provoking content for financial advisors and enterprise clients, also present investment views to advisors and enterprise clients on conference calls, webinars, and, eventually, at LPL events.

What does your success look like in the first 90 days?

Success will be measured mostly by contributions to management and adoption of the LPL Research model portfolios across various investment platforms, primarily but not exclusively through fixed income analysis. Success will also be measured by the quality and breadth of analysis and insights provided for advisors, enterprise clients, and their end clients through investment commentaries to assist them with asset allocation decisions and improve advisor-client and enterprise-client relationships.

What are we looking for? 

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

You must possess superior verbal and written communication skills including public speaking and be able to cogently explain complex financial information to various audiences. You must be able to develop strong interpersonal relationships, work independently or as part of a team, establish priorities and meet goals, and possess unimpeachable ethical standards. You must demonstrate self-motivation, high-energy, tenacity, perseverance, attention to detail, passion for investing, an ability to thrive in a results-oriented, fast-paced environment, and a desire to contribute to the success and growth of an organization.

What skills, experiences, and education are required? 

  • 3+ years fixed income (i.e. bonds, ETFs) experience, preferably with a broker-dealer or asset management firm
  • Familiarity with analytical software such as Bloomberg and FactSet
  • Proficiency in Microsoft Office and web-based applications are strongly preferred
  • Financial industry certifications are a plus
  • Bachelor degree
  • MBA, CFA, and Series 7 are strongly preferred

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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