Senior Analyst Position Available In York, South Carolina

Senior Analyst
LPL Financial
Fort Mill, United States
Posted 3 hours ago Permanent Competitive
Senior Analyst
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:

OUR CLIENTS

We take care of our advisors so they can take care of their clients. Our vision is to become the leader across the advisor-centered marketplace. We serve advisors so they can help their clients achieve life’s goals and dreams and be great entrepreneurs and run thriving businesses.

OUR PEOPLE

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 strive to work in an environment that encourages and rewards innovation and teamwork?
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?
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.
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. In this endeavor, our sole motivation is to provide stellar investment management advice – as a partner for those advisors who manage client assets themselves or as a portfolio manager for those advisors who want to leverage our experience.
LPL is seeking a Senior Analyst to join its Investment Research department in Charlotte, NC. The Senior Analyst will be a generalist for the Global Manager Research Team and the Portfolio Construction Services Team. The Global 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. The Portfolio Construction Services Team builds bespoke portfolios for advisors seeking comparisons for current and proposed portfolios. The Senior Analyst will also enter our formal Analyst Development Program, which includes completing quarterly milestones, senior investment analyst mentoring, and senior leader sponsorship.

Responsibilities:

The Senior Analyst will have having 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.
Conduct portfolio performance analysis, including use of Factset, Bloomberg, Morningstar, Evestment, and/or other in-house and third-party analytical tools.
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;
Help senior team members in developing portfolios based upon current and proposed investments using model portfolio techniques.

Requirements:

Bachelor’s degree (any major)
Experience communicating with Internal & External stakeholders

Core Competencies:

Strong analytical and quantitative skills
Demonstrated leadership, integrity, and initiative

Preferences:

Excel skills preferred;

MBA/MA/MS

a plus
Ability to obtain Series 7 and 66 or Series 65 within one year of employment
Progress towards or interest in pursuing CFA designation.

Pay Range:

$94,200-$157,000/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 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.

EAC1.22.25

Job ID R-044656