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AVP, Quantitative Research Analyst

Job ID: R-024707 Date posted: 07/22/2022 Primary Location SC-Fort Mill Other Locations CA-Remote

Are you a team player with a growth mindset? 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 personalized 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:

LPL is seeking an Assistant Vice President, Quantitative Research Analyst to join its Investment Research department. This individual will be responsible for creating and maintaining a suite of analytics in support of LPL Research’s Investment Research teams.

Responsibilities:

  • Work with the research team’s subject matter experts across asset classes and disciplines (macroeconomics, equity, fixed income, etc.) to empower their decision making with quantitative research and data

  • Analytics will cover, but are not limited to, the following investment functions: Asset Allocation, Portfolio Strategy, Fixed Income Risk, Fixed Income Sector Forecasts, Economic Forecasts and Equity Risk.

  • The individual will work closely with members of the Strategic and Tactical Asset Allocation Committee (STAAC), in an effort to create quantitative analytics that will empower fast, data-driven decision making.

Requirements:

  • 5-10 years of work experience in a quantitative finance or data science role

  • Bachelor’s degree in quantitative, finance or economic field of study; with an advanced degree and/or CFA designation preferred.

  • Demonstrated ability to scale and automate creation and distribution of quantitative analytics.

  • Experience in the utilization of analytical software and data sets such as Bloomberg, FactSet and BarraOne.

  • Experience using statistical analysis and scripting languages such as Python (preferred), or R

Core Competencies:

  • Excellent communicator with the ability to collaborate across a large organization

  • Ability to create a suite of analytics that will be leveraged by LPL Research’s investment subject matter experts.

  • Ability and desire to develop team members, whether direct reports or colleagues.

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 @lplfinancial.com 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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  • Research, Fort Mill, South Carolina, United StatesRemove