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 20,000 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 Portfolio Analyst to join its Investment Research department. This individual will play a key role in all phases of our model portfolio management, including asset allocation decisions, implementation decisions, risk assessment, client communication, portfolio monitoring, and trade execution. The strategist will work with LPL advisors and partners within the firm to help highlight model goals, positioning, and performance to help promote model adoption.
Responsibilities:
- Contribute to model portfolio decision making and management as a member of one or more thematically oriented model portfolio committees.
- Monitor, interpret, and enhance analytic data on model risk, positioning, factor exposures, and expected forward-looking behavior for a diverse range of multi-asset portfolios.
- Support the process of monitoring, maintaining, and trading models and help find efficiencies to help streamline execution.
- Work closely with multiple key members of firm leadership, research, and marketing teams to help grow a model portfolio 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 help 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:
- 3-7 years of experience in managing multi-asset portfolios
- Broad knowledge of capital markets (equity, fixed income, alternatives)
Core Competencies:
- Superior verbal and written communication skills including an ability to cogently explain portfolio management principles, positioning, and trade decisions to model users
- Robust analytic skills and the ability to critically evaluate data
Preferences:
- Proficient in the use of analytical software and data sets such as Bloomberg, Morningstar, and FactSet. Barra Risk Factor Analysis a plus
- Series 7 and Series 66 preferred or willingness to obtain.
- An advanced degree in economics or finance, and 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.
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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.
