Associate Analyst, Networking

lplfinancial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Fort Mill, SC seeks an Associate Analyst in the Networking department to provide problem solving, reporting, project and training support. You will translate business needs into technical requirements, assist the AVP on multiple projects, and apply your knowledge of data analysis and reporting tools to drive effective solutions.

Ideal candidates have strong communication, organization and collaboration skills, experience with MS Access/Excel, and comfort working in a fast paced,

Qualifications

• 3+ years' experience in the brokerage and financial services industry.
• 2+ years of experience working with MS Access and MS Excel (Macro experience with excel)

Responsibilities

• Communicate complex issues to management and vendors.
• Provide oversight of existing processes and mitigate risk.
• Document quality issues and performance measures for review.
• Support leadership on multiple projects.
• Reengineer processes for improved experience and accuracy.
• Coordinate with internal and external teams to implement processes.
• Assist with UAT and script writing.
• Leverage technology to automate manual work and create scalable infrastructure.
• Handle escalations from Service Center and internal teams.

Skills

Analytical skills

Communication

Prioritization

Multi-tasking

Attention to detail

Teamwork

Education

Bachelor's degree preferred

Tools

SQL

Alteryx

MS Access

MS Excel

Job description

Job Overview

The Associate Analyst role within the Networking department will be responsible for providing problem-solving, reporting, project and training support to the Networking team. This will require the Associate Analyst to have a foundational level of knowledge of all things related to Direct Business and should be subject matter expert on things Networking. Support AVP on multiple and possibly overlapping projects. The ideal candidate will need to have an understanding of data analysis, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role.

Responsibilities

• Communicate complex issues both in writing and verbally to management and internal/external vendors and customers
• Provide oversight of existing processes and mitigate risk against future firm impact
• Documents quality issues, performance measures and quality improvements for management review
• Support leadership on multiple and possibly overlapping projects
• Ability to take on new challenges
• Reengineer existing processes for improved experience and accuracy
• Coordination with internal and external team members to implement or support ongoing processes
• Process change management including updating and maintaining department controls and procedures
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment
• Ability to analyze information and strong reporting skills
• Involved with firm level mergers and acquisitions
• Update and maintain department procedures
• Communicate with other STO departments as well as external parties to resolve Networking related issues
• Support and contribute toward the successful execution of projects and initiatives that support LPL's priorities. Participate in UAT and scripts writing.
• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure.
• Handle escalations received from both the Service Center and Internal teams.
• Other assignments as required by Management

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 3+ years' experience in the brokerage and financial services industry
• 2+ years of experience working with MS Access and MS Excel (Macro experience with excel)

Core Competencies

• Strong analytical and problem solving skills with a keen attention to detail
• Excellent oral and written communication skills
• Proven ability to prioritize, lead and multi-task in a fast paced, ever changing environment.
• Ability to perform under pressure with competing deadlines
• Proven ability to prioritize, lead and multi-task in a fast paced, ever changing environment.
• Handle pressure well; you will be working with the senior team on advancing initiatives based on the data and analysis you provide.
• Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
• Strong attention to detail with a pro-active approach to solving and preventing problem
• Driven individual, always seeking to improve and grow a plus

Preferences

• Experience with SQL and Alteryx for running data queries
• Communicate data related information to internal team and different business units
• Experience working with large data sets and ability to extract data into clean and concise data points
• Proficient in Microsoft applications, SharePoint, Smartsheet and BOX experience preferred.
• Bachelor Degree Preferred
• FINRA licenses preferred

Pay Range

$20.85-$34.71/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.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastes