Associate Analyst, Operations

LPL Financial•Fort Mill, SC

4d•$21 - $35

About The Position

The Associate Analyst position in Client Compensation plays a role in support of several key areas across the Client Compensation team. The level of support across these areas will vary based on business need and as such she/he must be self-motivated and have the ability to work effectively with minimal supervision. The associate analyst is responsible for research, investigation, and analysis to proactively and reactively support our advisors receiving accurate compensation.

Requirements

3+ years financial services Industry experience
1+ years working in Data Analytics, Business or Technology analysis
High energy self-starter; must be able to take the initiative with minimal guidance and be comfortable working independently and as part of a team
Excellent communication, organization, and time management skills, with ability to multi-task and manage multiple on-going assignments
Strong quantitative and qualitative analytical skillset for with high attention to detail
Ability to communicate and work with varying levels of an organization

Nice To Haves

Experience in commissions or accounting and working with internal and external audits (SOX, SSAE16, etc.) preferred
Microsoft Office Suite proficiency with advanced Excel skills including formulas, Macros, and Pivot Tables.
Oracle, SharePoint, Dynamics, Tumbleweed and BETA experience preferred
Experience with Alteryx and SQL preferred
Working knowledge in process improvement methodology (Lean, Agile, Six Sigma)

Responsibilities

Sort and model data, support process analysis/redesign and assist in project work.
Communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.
Perform complex data analysis, reconciliations and design/develop ad-hoc reports
Interact with internal and external partners to ensure data accurately reflects reporting needs
SME Data support to external organizations