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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Austin, Texas

Salary: $124K - $186K

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 22,000 financial advisors, 1,200 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. Details below.

Job Description:

LPL is seeking an Investment Analytics & Data professional to join its Investment Research department. This individual will be responsible for creating and maintaining a suite of analytical tools in support of LPL Research’s investment management capabilities. These analytics will cover, but are not limited to, the following investment functions: Competitive Market Intelligence, Investment Performance Measurement, Portfolio Attribution Analysis, and Risk Management. The individual will work on the Model Portfolio Management Team, which manages multi-asset portfolios on behalf of advisors and institutions, to deliver robust investment outcomes for their clients.

Responsibilities:

  • Build and maintain master investment data sets to help the LPL Research department scale its investment reporting and analytics output with its industry-leading growth.
  • Develop visualization tools that efficiently integrate multiple vendor data sources to unlock value within the LPL Research ecosystem through personalized curation.
  • Help LPL Research develop its long-term strategic positioning relative to peers by developing and sharing competitive intelligence insights across the firm.
  • Independently support senior management with polished presentation materials on investment performance, risk management, and trends in asset flows across platform.
  • Actively learn and support the portfolio management process by supporting members of Portfolio Management Committees with performance attributions, risk data, and insights.

What are we looking for?

We are looking for an intellectually curious self-starter who can execute effectively and adapt quickly in a fast-paced and dynamic business environment.

Requirements:

  • 5-8 years of work experience in a quantitative/analytical role in investment management
  • Bachelor’s degree in quantitative, finance/economics, or computer information systems
  • 1 plus years experience working programmatically with investment data (e.g., Python, SQL, Excel)
  • 1 plus experience with data analytics visualization tools, including the ability to design and automate the production of dashboards (e.g,. Microsoft Power BI, Tableau)

Preferences:

  • Strategic acumen and interest in LPL’s role in the broader financial services space.
  • Experience articulating a product vision and roadmap that aligns multiple stakeholders.
  • Working experience using relational database management software (RDBMS) and application programming interfaces (APIs)
  • Experience with market data analytics platforms such as Bloomberg, FactSet, and Morningstar.

Pay Range:

$124,160-$186,240/year


Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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.

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 (855) 575-6947.