Do you care about making a difference in the world while contributing to an amazing culture? Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment? Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundation in finance and investment, and build a long-term career development plan? Do you excel at: research, analysis, collaboration, and communication?
Consider joining us if that sounds like 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 Financial Research is a team that provides market insights, asset allocation, and model portfolios to our independent advisors. Our mission is to be a trusted partner to our advisors who provide investors with choices to help meet their financial goals.
The Investment Manager Research Team gathers, analyzes, and disseminates information and opinions on public investment funds, supporting decision making by our discretionary services portfolio managers and clients. Investment Analysts receive ongoing training and mentorship from research and client facing investment staff.
Responsibilities:
The Senior Analyst will have a wide range of opportunities to contribute, including:
- Help senior team members in developing house opinions on equity, fixed income, multi-asset, and alternative managers and markets through ongoing qualitative and quantitative research and analysis.
- Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.
- Conduct portfolio performance analysis, including use of Factset, Bloomberg, Morningstar, Wilshire, Evestment, and/or other in-house and third-party analytical tools.
Requirements:
- Bachelor's degree.
- Series 7 and 66 (or the ability to obtain within one year of employment).
- 2+ years in the Financial Services Industry.
Preferences:
- Strong, demonstrated interest in investments.
- Strong analytical and quantitative skills.
- Demonstrated leadership, integrity, and initiative.
- Demonstrated command of written communication and strong business writing skills.
- Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.
- Strong Excel skills preferred.
- Ability to work both independently and in a team under tight deadlines.
- MBA/MA/MS.
- CFA designation.
Pay Range:
$94,200.00 - $157,000.00
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.
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 (855) 575-6947.
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