What are the responsibilities and job description for the Sr. Analyst, Advanced Analytics - Investor Focused Solutions position at LPL Financial?
Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Job Overview:
The Senior Analyst of Advanced Analytics will be a team member within the Investor Focused Solutions Analytics team. The IFS team is part of a team of LPL corporate employee advisors who provide investment solutions to mass affluent investors. The advisor will help individuals examine their immediate and long-term investment needs and help design solutions that best meet their individual financial goals. This is a team-based call center environment that deliver investment advice and guidance over the phone.
Imagine the creativity and influence you could have in the start-up stage of a new service, while having the support of the time-proven culture, infrastructure and resources at LPL. Your role will be essential to creating visibility to various business metrics critical to the success of these new services. In the role, you’ll develop a well-rounded understanding of business health, operations, and profitability for multiple services within IFS, as you connect the dots and communicate key insights to leadership. While reporting is a key component of this role, you’ll also have opportunities to create, finding compelling ways of communicating key business insights through visualization. This role offers an opportunity for growth as the business grows, strengthening various skills in analytics, business understanding and communicating.
Responsibilities:
We want strong collaborators seeking to make an impact. We are looking for people who thrive in a growth environment, are critical thinkers, team oriented, pay attention to detail, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
$85,200-$142,000/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?
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.
EAC1.22.25
Job Overview:
The Senior Analyst of Advanced Analytics will be a team member within the Investor Focused Solutions Analytics team. The IFS team is part of a team of LPL corporate employee advisors who provide investment solutions to mass affluent investors. The advisor will help individuals examine their immediate and long-term investment needs and help design solutions that best meet their individual financial goals. This is a team-based call center environment that deliver investment advice and guidance over the phone.
Imagine the creativity and influence you could have in the start-up stage of a new service, while having the support of the time-proven culture, infrastructure and resources at LPL. Your role will be essential to creating visibility to various business metrics critical to the success of these new services. In the role, you’ll develop a well-rounded understanding of business health, operations, and profitability for multiple services within IFS, as you connect the dots and communicate key insights to leadership. While reporting is a key component of this role, you’ll also have opportunities to create, finding compelling ways of communicating key business insights through visualization. This role offers an opportunity for growth as the business grows, strengthening various skills in analytics, business understanding and communicating.
Responsibilities:
- Business health reporting: keep your “fingers on the pulse” by tracking & forecasting key business metrics, connecting back to business objectives and identifying opportunities/risks
- Operational data: organize, manage and provide data essential to business operations
- Data storytelling: extract and tailor insights for various leadership audiences, communicating clearly through reports, visualizations and presentations
- Creating clarity & efficiency: whether it’s leveraging a more meaningful metric, improving the visual format, summarizing, streamlining a script, or automating an interactive dashboard, find new ways of communicating key business information more clearly and efficiently
- Project management: take ownership of assigned analytics scope, working through ambiguity and collaborating cross-functionally to find value-added solutions and drive work to completion
- Teamwork & adaptation: with other experienced analytics resources on the team, together we continue to evolve our analytics alongside this quickly growing business, pivoting strategically when necessary, testing creative approaches, and continuously building our skillsets
We want strong collaborators seeking to make an impact. We are looking for people who thrive in a growth environment, are critical thinkers, team oriented, pay attention to detail, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Bachelor's degree in Analytics, Engineering, Mathematics, Finance, Business or related discipline
- 2 years experience supporting a business with analytics; financial services knowledge is a plus
- 2 years of experience with basic SQL to fetch data and basic Python to transform/analyze large datasets
- 2 years of experience modeling and forecasting in Microsoft Excel, with opportunity to grow this skill and build more sophisticated forecast models in future
- 2 years of experience crafting reports and presentations in Microsoft PowerPoint
- Collaborative: although remote, you’ll need to virtually liaise with various LPL experts (Finance, Sales, data scientists…) to obtain a well-rounded understanding of the business
- Logical, organized, attentive to detail, self-starter, critical thinker, problem solver
- Clear written and verbal communication, tailoring content appropriately to a given audience
- Organizing data and creating visualizations in Jupyter Notebooks, Microsoft Excel & Smartsheet
- Experience building interactive dashboards with Tableau Prep/Desktop/Server is a plus
- Strong business reasoning: extracting key insights from data and connecting to big picture
$85,200-$142,000/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!
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.
EAC1.22.25
Salary : $85,200 - $142,000
