Associate Analyst, Performance and Data Reconciliation

LPL Financial•Charlotte, SC

16h•Onsite

About The Position

The Performance and Data Reconciliation (PDR) Associate Analyst is responsible for providing resolutions to all questions or requests related to all LPL Client Reporting Applications and/or software. PDR serves as a dedicated liaison for advanced Client Reporting escalations and strives to provide an unparalleled service experience to ensure all Client Reporting needs are exceeded. This role requires a strong customer focus in order provide top tier service experience.

Requirements

2+ years in financial services with client facing or operations experience (comparable experience may be considered)
Capable of performing under pressure and adapt to changes in a team-oriented environment
Strong analytical and problem-solving skills with a keen attention to detail
Must have excellent verbal, listening, and written skills

Nice To Haves

Strong understanding of managing investment performance data
Understanding of time-weighted and money-weighted performance calculations
Knowledgeable in portfolio and investment sleeve transaction accounting and reconciliation
Ability to interpret data and analyze results using statistical techniques and provide ongoing reports
Working knowledge of SQL Studio and willingness to learn
SIE, Series 99 preferred

Responsibilities

Collaborating with team members on multiple and possibly overlapping client requests.
Supporting clients by fielding escalations and providing performance related explanations.
Transaction accounting to analyze firm wide investment activity.
Reviewing and validating performance figures and resolving any resulting discrepancies.
Collaborating effectively and efficiently with other business units to correct recurring issues.
Identifying reporting defects.
Documenting data quality issues, performance measures, and quality improvements.
Implementing solutions with management direction.
Overseeing existing processes and mitigating risk against future firm impact.