Fixed Income Trading Analyst — Impactful Desk Role

LPL Financial; Charlotte (NC); On-site; USD 40,000 - 66,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Charlotte, NC is seeking a Trading Analyst to oversee activity in the fixed income trading desk. You will collaborate with management, senior analysts, and trading compliance to provide regulatory and procedural oversight, handling complex analyses with independent judgment.

You will enter trades, resolve fails, reconcile inventory, and prepare timely regulatory reports while identifying efficiencies and partnering with other departments to support clients and firm goals.

Qualifications

• Bachelor's degree is required.
• Working knowledge of fixed income products.
• Experience with Excel, VBA and Smartsheet.

Responsibilities

• Enter trades that can’t be entered by traders.
• Resolve trade fails.
• Identify and repair trade rejects and other trade-related issues in a high volume, fast paced environment.
• Reconcile Fixed Income inventory accounts.
• Work with Senior Analysts to ensure timely reporting of fixed income transactions.
• Review, prepare and present regulatory report cards to management.
• Review processes for efficiencies and provide recommendations to management.

Skills

Analytical thinking

Communication

Attention to detail

Relationship building

Education

Bachelor's degree

Tools

Microsoft Excel

VBA

Smartsheet

Job description

LPL Financial in Charlotte, NC is seeking a Trading Analyst to oversee activity in the fixed income trading desk. You will collaborate with management, senior analysts, and trading compliance to provide regulatory and procedural oversight, handling complex analyses with independent judgment.

You will enter trades, resolve fails, reconcile inventory, and prepare timely regulatory reports while identifying efficiencies and partnering with other departments to support clients and firm goals.