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Associate Analyst, Operations
Associate Analyst, OperationsLPL Financial • Fort Mill, SC, US
Associate Analyst, Operations

Associate Analyst, Operations

LPL Financial • Fort Mill, SC, US
7 hours ago
Job type
  • Full-time
Job description

Associate Analyst

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.

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

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements :

  • 3+ years financial services industry experience
  • Working knowledge in process improvement methodology (Lean, Agile)
  • Core competencies :

  • 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
  • Preferences :

  • Experience in researching and processing commissions / accounting 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, Alteryx, BETA experience preferred
  • 1+ years working in Data Analytics, Business or Technology analysis
  • BA / BS in Business or equivalent experience
  • Pay Range : $20.23-$33.71 / hour

    Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

    Join LPL Financial : Where Your Potential Meets Opportunity

    At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

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    Associate Analyst • Fort Mill, SC, US

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