Are you a problem solver? Do you like being an expert? Are you interested in leading projects and improving processes? Excited to learn more? If so, then this could be the role for you!
Job Overview:
The Analyst, Advisory Accounting is a subject matter expert in Performance and Rata Recon. This role assists with departmental and team projects to ensure consistency in support and positive outcomes.
Responsibilities:
- Leading optimization efforts for the team; finding pain points with current processes and documenting ideas and feedback to make processes more efficient using Lean Six Sigma strategies
- Helping the team meet goals and deadlines by having a flexible work schedule and moving to tasks that need more attention
- Performing investment sleeve transaction accounting and reconciliation across all advisory accounts
- Completing User Acceptance Testing (UAT) on new software content, fixing defects, and implementing enhancements
- Supporting Analytical escalations and generating a plan to resolve system issues in a timely and efficient manner
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:
- Bachelor's degree (Finance preferred)
- Proficient in Microsoft Suite with advanced Excel skills (lookups, pivot tables, formulas, etc.)
- Strong multi-sleeve level reconciliation skills
- Understanding of complex financial vehicles
- Knowledge of Agile project management
- JIRA issue and project tracking
- Familiarity with UAT
- Basic understanding of time- and money-weighted performance calculation
- Understanding of root cause analysis
- SQL knowledge
- Experience in database management
Core Competencies:
- Strong time management and the ability to work independently
- Flexible, adaptive, and agile
- Strong attention to detail and process orientation with a proactive approach to solving and preventing problems
- Present strong leadership and mentorship skills
- Strong verbal and written communication skills; ability to communicate effectively to various levels throughout the organization
Preferences
- Basic Bloomberg knowledge preferred
- SIE Certification
Pay Range:
$25.64-$42.73/hour
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.
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We take social responsibility seriously. Learn more here
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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 (855) 575-6947.
Top Skills
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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