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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
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Sr Analyst, Finance (Investor Relations)

Job ID: R-013527 Date posted: 03/26/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

Would you like to pursue a career in finance, strategy, or general management?

Are you interested in learning how businesses create long-term shareholder value?

Do you enjoy analysis and research of financial and strategic topics?

Would you like to work closely with the C-level leadership team?

Excited to learn more? If so, then this could be the role for you! 

Job overview:

This is a Senior Analyst role within our Investor Relations (IR) team that focuses on building investor understanding and confidence in LPL as a long-term investment.  The IR team works closely with the company’s CEO, CFO, and executive leadership team to communicate the company’s strategy and results; engage with investors and sell-side analysts; and provide shareholder perspective on management decisions. 

What will you do?

  • Collaborate with the C-level executive team cross-functional business partners.

  • Engage with the investment community, including institutional investors, sell-side research analysts, and ratings agencies.

  • Conduct company, industry, and competitive research and analysis to develop financial and strategic insights for shareholders, sell-side analysts, and internal partners. 

  • Develop communications, presentations, reports, and supporting content for quarterly earnings, investor conferences, and other investment community events. 

  • Collaborate with internal teams across the company on related projects and topics that may emerge.

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

What skills, experiences, and education are required?

  • Bachelor’s degree required

  • 2+ years of prior work experience in finance, investment banking, equity research, or consulting a strong plus

  • Strong analytical and research skills

  • Strong communication, collaboration, and writing skills

  • Strong attention to detail

  • Self-motivated with strong work ethic and team-orientation

  • Ability to manage and prioritize across multiple projects and adapt in real-time

  • Strong proficiency in Word, Excel, and PowerPoint

The ideal candidate for this role will have strong analytical and communication skills along with natural curiosity and a desire to go the extra mile.  This position offers valuable experience with a leading financial services company and the opportunity to interact closely with senior leadership. 

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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