Associate Analyst - Overlay Evolution and Development

LPL Financial•Charlotte, NC

5d•$25 - $41

About The Position

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: The Associate Analyst is responsible for reviewing and implementing test plans for ongoing projects while acting as additional support for the Overlay Portfolio Management Group. This will include but is not limited to testing functionality of the trading platforms within the UAT and Production environments, collaborating with QA in release management efforts, and documenting/driving to closure any possible defects of the code deployment. Looking for a confident individual with strong critical thinking skills and a desire to work closely with a team of professionals in a fast-paced environment. We are committed to developing an innovative team working closely together, to design and build technology solutions that fuel the company’s long-term vision of operational excellence.

Requirements

Bachelor’s degree or equivalent industry experience
2+ years of experience working in the financial or technology industry and/or processing in a high-volume and deadline-driven environment
One Saturday a month availability for code deployments
MS- Excel- Proficient
Knowledge of advisory managed accounts
Possess aptitude for prioritizing, multitasking, and thriving in a fast-paced environment.
Ability to meet strict deadlines with minimal supervision.
Great organizational skills and a detail-oriented mindset.
Desire to learn and grow as well as help others learn and grow.
Effective verbal and written communication skills.
Ability to work in a team and as an individual.
Some experience in portfolio management and securities trading operations.
Experience in Quality Assurance and Control, QA/QC Testing, and Operational improvement and control
Excellent critical thinking and problem-solving skills.

Nice To Haves

Jira
Confluence
BETA
Lucid or Visio
Excel Macros or SQL
Finra Licenses (or willingness to obtain): Series 7, 63/66

Responsibilities

Execute tests on new code deployments while documenting and following up on encountered defects.
Participate in design reviews and provide input on requirements, product design, and potential problems.
Collaborate closely with OPMG leadership and team members to better understand the product requirements or in case the design requires any kind of modifications.
Interact with internal/external peers and management of other departments such as Technology, Product and QA.
Analyze business processes and systems to identify areas for improvement and optimization.
Work with QA to test and validate developed features against requirements and coordinate end-user validation.
Conduct user acceptance testing and provide support during the software development lifecycle.