AVP, Investment Analytics & Data

LPL Financial•San Diego, CA

2d•$131,325 - $218,875

About The Position

LPL is seeking an Investment Analytics & Data professional to join its Investment Research department. This individual will be responsible for leading the creation and maintenance of a suite of analytical tools in support of LPL Research’s investment management solutions. These analytics will cover, but are not limited to, the following investment functions: Asset Allocation (Multi-Asset), Portfolio Management (Risk, Attribution, Competitive Intelligence), Security-Selection (Equities, Fixed Income, Alternatives, Funds), and Business Management. The individual will work on the Quantitative Strategy team, which builds and manages multi-asset portfolios on behalf of advisors and institutions, to deliver robust investment outcomes for their clients.

Requirements

5-8 years of work experience in a quantitative/analytical role in investment management
Bachelor’s degree in quantitative, finance/economics, or computer information systems
Experience working programmatically with investment data (e.g., Python, SQL, Excel)
Professional experience with data analytics visualization tools, including the ability to design and automate the production of dashboards (e.g., Microsoft Power BI, Tableau)

Nice To Haves

Strategic acumen in understanding LPL’s role in the broader financial services industry, and trends driving product development in the investment management space.
Experience articulating a product vision and roadmap that aligns multiple stakeholders, and driving the vision to completion.
Working experience using relational database management software (RDBMS) and application programming interfaces (APIs).
Experience with market data analytics platforms such as Bloomberg, FactSet, Refinitiv, Lipper, and Morningstar.
Hands-on development experience with Microsoft Power Apps and/or Microsoft Fabric unified data platform.
Experience back-testing quantitative investment models in equity, fixed income, alternative, or multi-asset space.

Responsibilities

Lead LPL Research’s vertical tech stack development, from cross-functional relationship management to internal project management and individual contributions.
Build and maintain master investment data sets to help the LPL Research department scale its investment reporting and analytics output with its industry-leading growth.
Develop visualization tools that efficiently integrate multiple vendor data sources to unlock value within the LPL Research ecosystem through personalized curation.
Develop a pre-trade analytics and order management solution, driving meaningful improvements in turnaround time and process scalability.
Help LPL Research develop its long-term strategic positioning relative to peers by developing and sharing competitive intelligence insights across the firm.
Independently support senior management with polished presentation materials on investment performance, risk management, and trends in asset flows across platform.
Actively learn and support the portfolio management process by supporting members of Portfolio Management Committees with performance attributions, risk data, and insights.