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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Senior Analyst

Job ID: R-023612 Date posted: 06/03/2022 Primary Location SC-Fort Mill Other Locations MA-Boston , CA-San Diego

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 a senior analyst to join its Investment Research department. This individual will help enhance and maintain our asset allocation process, generate regular, compelling research content, and contribute to the management of model portfolios. The senior analyst will work with LPL advisors and enterprise clients, providing guidance on our market outlook, asset allocation decisions, and portfolio construction.

Respobilities:

  • Contributor to the firm’s Strategic and Tactical Asset Allocation Committee, which sets the asset allocation framework for our menu of actively managed multi-asset portfolios

  • Enhancing our data-driven decision process

  • Work closely with multiple key members of firm leadership, research, marketing, and public relations teams to help build an investment strategy offering for the firm that is respected across the industry and supports investment decision making for LPL clients.

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 are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • 5+ years of experience in asset allocation and/or contributing to the management of multi-asset portfolios.

  • Superior verbal and written communication skills including an ability to cogently explain market, asset allocation, and portfolio views to financial advisors.

  • Strong technical skills with a preference for experience with data management, analysis, and presentation using tools such as SQL, Alteryx, Python, Tableau, or similar.

Preferences:

  • An advanced understanding of investment management across multiple asset types.

  • Proficient in the use of analytical software and data sets such as Bloomberg and FactSet.

  • Series 7 and Series 66 preferred; or willingness to obtain.

  • An advanced degree in economics, finance, or the CFA designation is desirable.

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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