Performance & Data Reconciliation Analyst

lplfinancial; Fort Mill (SC); On-site; USD 2,872,000 - 4,782,000; Full time

Job summary

LPL Financial is seeking a Performance and Data Reconciliation (PDR) Associate Analyst to resolve questions related to client reporting applications. You will serve as a liaison for advanced client reporting escalations and ensure top-tier service to clients.

The role focuses on transaction accounting, data quality, and cross-unit collaboration, with a strong emphasis on accuracy, problem solving, and timely communications. 2+ years in financial services preferred; SQL Studio experience a plus.

Qualifications

• 2+ years in financial services with client-facing or operations experience.
• Experience with investment performance data and calculations preferred.

Responsibilities

• Collaborate with team on multiple client requests and escalations.
• Field escalations and provide performance explanations to clients.
• Analyze firm-wide investment activity for transaction accounting.
• Review performance figures and resolve discrepancies.
• Coordinate with business units to fix recurring issues.
• Identify reporting defects and document data quality issues.
• Implement solutions under management direction.
• Oversee existing processes and mitigate risk.
• Provide ongoing reports interpreting data using statistical techniques.

Skills

Analytical skills

Problem solving

Verbal communication

Written communication

SQL basics

Attention to detail

Team collaboration

Tools

SQL Studio

Job description

LPL Financial is seeking a Performance and Data Reconciliation (PDR) Associate Analyst to resolve questions related to client reporting applications. You will serve as a liaison for advanced client reporting escalations and ensure top-tier service to clients.

The role focuses on transaction accounting, data quality, and cross-unit collaboration, with a strong emphasis on accuracy, problem solving, and timely communications. 2+ years in financial services preferred; SQL Studio experience a plus.