Senior Analyst, Corporate Development

LPL Financial • San Diego, CA

1d

About The Position

LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development group supporting LPL’s Liquidity & Succession strategy. The Sr Analyst, Corporate Development is directly involved in strategic and general financial analysis, including growth initiatives through potential M&A transactions. The ideal candidate will support key functions of the M&A process including valuations, synergy analyses, due diligence, and performance reporting. This role will have direct exposure to top level management including C-Level executives. LPL’s Liquidity & Succession Corporate Development team is an innovative, entrepreneurial, high-performing team tasked with analyzing and executing M&A for the Liquidity & Succession strategy. In this role you will become an expert on LPL’s Liquidity & Succession program and wealth management M&A.

Requirements

• Bachelor’s or master’s degree in finance, accounting, business administration or related field
• 3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)
• 3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint
• Functional knowledge of financial modeling, corporate finance, financial accounting, and company valuation concepts
• Self-starter with a demonstrated ability to multi-task and prioritize workload in a dynamic environment
• Exemplary communications skills, with the confidence to effectively present complex topics to deal teams and business leaders in a clear and actionable manner
• Ability to work comfortably with incomplete information and manage ambiguity in a fast-paced environment
• Analytical mindset with strong attention to detail and critical thinking skills who is comfortable presenting problems and resolution recommendations
• Positive attitude with a commitment to excellence and integrity

Nice To Haves

• Wealth management industry experience

Responsibilities

• Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
• Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
• Develop deep knowledge of the wealth management industry
• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
• Monitor past acquisition metrics
• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior