Client-Facing Performance Data Analyst

LPL Financial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Tempe, AZ, is seeking a dedicated PDR Associate Analyst to resolve client reporting questions across our client reporting applications. You will serve as a liaison for advanced escalations and ensure top-tier service for our financial clients.

The role emphasizes collaboration, data quality, and timely problem solving, with a focus on accuracy in performance reporting and risk mitigation across firm-wide processes. Strong communication and SQL familiarity are a plus.

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.

Skills

Strong analytical and problem-solving

Excellent verbal, listening, and writt

Capable of performing under pressure

SQL Studio familiarity

Tools

SQL Studio

Job description

LPL Financial in Tempe, AZ, is seeking a dedicated PDR Associate Analyst to resolve client reporting questions across our client reporting applications. You will serve as a liaison for advanced escalations and ensure top-tier service for our financial clients.

The role emphasizes collaboration, data quality, and timely problem solving, with a focus on accuracy in performance reporting and risk mitigation across firm-wide processes. Strong communication and SQL familiarity are a plus.