Investment Analyst

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 an Investment Analyst to join its Investment Research department in Charlotte, NC. 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. Investment Analysts receive ongoing training and mentorship from research and client facing investment staff. Analysts will also enter our two year Analyst Development Program, which provides specific quarterly milestones and individual mentoring from senior leadership. Because deep knowledge and experience are important for maximizing an IA's time, we are looking for candidates who are interested in growing with our Research Team for a minimum of 2-3 years.

RESPONSIBILITIES

The Investment Analyst will have a wide range of opportunities to contribute, including :

Helping 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, Evestment, and / or other in-house and third-party analytical tools

SKILLS

Bachelor's degree (any major) with a record of achievement

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

Ability to obtain the SIE, Series 7 and 66 within one year of employment

Progress towards or interest in pursuing CFA designation.

LI-PA

Pay Range :

70,125-$116,875 / yearActual 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.

Salary : $70,125 - $116,875