What are the responsibilities and job description for the Senior Analyst, Corporate Development position at LPL Financial?
Are you someone with a professional background in corporate finance and mergers & acquisitions? Do you have excellent financial modelling capabilities and experience? Are you looking to continue your career in the corporate development space? Excited to learn more? If so, then this could be the role for you!
Job Overview
The Corporate Development team is directly involved in strategic and general financial analysis, including, but not limited to, growth initiatives through potential M&A transactions and managing our capital structure. This role will have direct exposure to top level management including C-Level executives.
Responsibilities :
Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
Prepare presentations and reporting to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
Develop deep knowledge of the wealth management industry
Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
Monitor past acquisition metrics
Ad-hoc analysis, research, financial modeling, and additional responsibilities as required
What are we looking for?
We want strong collaborators who are excited to contribute to our continued success in taking care of our advisors so that they take care of their clients. We are looking for people who thrive in a fast-paced environment, are team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements :
3 - 5 years of corporate finance related experience (Investment Banking, M&A, Corporate Development, FP&A etc.)
MS Excel and PowerPoint
Core Competencies
In depth knowledge of financial modelling and corporate finance
Effective communication, presentation and writing skills
Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Proactive problem solver, expected to present problems and recommendations simultaneously
Detail oriented
Positive attitude, commitment to excellence and integrity
Pay Range :
74,700-$124,500 / 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 : $74,700 - $124,500
