Alt Investments Operations Analyst—Impact & Innovation

LPL Financial LLC; Tempe (AZ); On-site; USD 34,000 - 56,000; Full time

Job summary

LPL Financial LLC is seeking an Alternative Investment Operations Associate Analyst in Tempe to join a fast-paced team focused on recon, transfers, and settlements within Alternatives. You will support design, implementation, and ongoing projects, translating business needs into technical requirements with strong data analysis and reporting skills.

Ideal candidates will have a solid operations background in investments, ability to manage multiple tasks, and effective communication with internal

Qualifications

• 2+ years of industry experience in operations, preferably in alternative investments.
• Strong interpersonal, organization, and communication skills.
• Ability to work in a fast-paced environment and manage multiple priorities.

Responsibilities

• Manage daily processing and service-oriented tasks.
• Reconcile and analyze reports and ensure quality control.
• Communicate with internal teams and external parties to coordinate transfers.
• Support projects and participate in UAT and risk mitigation.
• Leverage technology to automate manual work and improve processes.

Skills

Self-starter

Communication skills

Time management

Attention to detail

Ability to work under pressure

Education

Bachelor's degree in business/accounting/finance

SIE or Series 7 preferred

Tools

Outlook

Excel

VBA

Word

Access

Job description

LPL Financial LLC is seeking an Alternative Investment Operations Associate Analyst in Tempe to join a fast-paced team focused on recon, transfers, and settlements within Alternatives. You will support design, implementation, and ongoing projects, translating business needs into technical requirements with strong data analysis and reporting skills.

Ideal candidates will have a solid operations background in investments, ability to manage multiple tasks, and effective communication with internal