Associate Analyst, Performance and Data Reconciliation

LPL Financial; United States; Remote; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking a remote Performance and Data Reconciliation Associate Analyst to resolve questions on client reporting applications and to serve as a liaison for advanced escalations, delivering a superior service experience.

You will collaborate with team members on overlapping client requests, analyze firm-wide investment activity, review performance data for discrepancies, and document data quality issues. SQL Studio familiarity and SIE/Series 99 are preferred.

Qualifications

• 2+ years in financial services with client-facing or operations experience.

Responsibilities

• Collaborating with team members on multiple and possibly overlapping client requests.
• Supporting clients by fielding escalations and providing performance related explanations.
• Transaction accounting to analyze firm wide investment activity.
• Reviewing and validating performance figures and resolving any resulting discrepancies.
• Collaborating effectively and efficiently with other business units to correct recurring issues.
• Identifying reporting defects.
• Documenting data quality issues, performance measures, and quality improvements.
• Implementing solutions with management direction.
• Overseeing existing processes and mitigating risk against future firm impact.

Tools

SQL Studio

Job description

Remote

Job Overview

The Performance and Data Reconciliation (PDR) Associate Analyst is responsible for providing resolutions to all questions or requests related to all LPL Client Reporting Applications and/or software. PDR serves as a dedicated liaison for advanced Client Reporting escalations and strives to provide an unparalleled service experience to ensure all Client Reporting needs are exceeded. This role requires a strong customer focus in order provide top tier service experience.

Responsibilities

• Collaborating with team members on multiple and possibly overlapping client requests.
• Supporting clients by fielding escalations and providing performance related explanations.
• Transaction accounting to analyze firm wide investment activity.
• Reviewing and validating performance figures and resolving any resulting discrepancies.
• Collaborating effectively and efficiently with other business units to correct recurring issues.
• Identifying reporting defects.
• Documenting data quality issues, performance measures, and quality improvements.
• Implementing solutions with management direction.
• Overseeing existing processes and mitigating risk against future firm impact.

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

• 2+ years in financial services with client facing or operations experience (comparable experience may be considered)

Core Competencies

• Capable of performing under pressure and adapt to changes in a team-oriented environment
• Strong analytical and problem-solving skills with a keen attention to detail
• Must have excellent verbal, listening, and written skills

Preferences

• Strong understanding of managing investment performance data
• Understanding of time-weighted and money-weighted performance calculations
• Knowledgeable in portfolio and investment sleeve transaction accounting and reconciliation
• Ability to interpret data and analyze results using statistical techniques and provide ongoing reports
• Working knowledge of SQL Studio and willingness to learn
• SIE, Series 99 preferred

Pay Range

$20.85-$34.71/hour