Senior Analyst, Investor Relations

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job overview:
LPL Financial is seeking a strong candidate to join the Investor Relations (IR) team. Under the guidance of the Head of IR, the team focuses on building investor understanding and confidence in the company’s strategy and financial results, ultimately shaping the perception of the firm.  The Senior Analyst on the IR team will collaborate with teams across the firm to support the development and execution of our communication with investors and other external stakeholders. The role requires the performance of detailed analysis on the firm’s results, comparisons to peers, as well as synthesizing expectations of sell-side analysts. In addition, you will have the opportunity to interact with senior management, to share insights gathered from the IR team’s relationships with external constituents. 

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.

Roles & Responsibilities:

• Assist in the development of communications, presentations, reports, and supporting content for quarterly earnings, investor conferences, and other investor events. 
• Stay up to date on industry news and trends, competitive performance, and other market news relevant to investors and stock performance
• Collect, analyze, and synthesize insights from competitive reports. Communicate these insights to senior management on a timely basis
• Review and analyze sellside research and models, to understand analyst perceptions of the firm and performance expectations, and efficiently communicate insights to senior management
• Collaborate with teams across the firm on recurring deliverables as well as bespoke projects
• Build strong relationships with both internal and external partners

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree required
• 3+ years of experience in finance, investment banking, equity research, investor relations or consulting a plus

Core Competencies:

• Strong communication, analytical, collaboration, and writing skills
• Self-motivated with strong work ethic and team-orientation
• Highly organized with exceptional attention to detail and follow-through
• Ability to manage and prioritize across multiple projects and adapt in real-time
• Strong proficiency in Word, Excel, and PowerPoint

Preferences:

• Experience in financial modeling, analytical/quantitative work, corporate finance and accounting

 

Pay Range:

$74,700-$124,500/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!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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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