Performance & Data Reconciliation Analyst

LPL Financial; Fort Mill (SC); On-site; USD 44,000 - 78,000; Full time

Job summary

LPL Financial is seeking a Performance and Data Reconciliation (PDR) Associate Analyst to address client reporting requests and escalations. You will analyze investment activity and validate performance figures while maintaining strong client service in a fast-paced environment.

Responsibilities include collaborating across teams, resolving discrepancies, and documenting data quality improvements. Prior experience in financial services and SQL familiarity are valued.

Qualifications

• 2+ years in financial services with client-facing or operations experience.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent verbal, listening, and written communication abilities.
• Familiarity with investment performance data and reconciliations.

Responsibilities

• Collaborate with team on overlapping client requests and escalations.
• Field client inquiries and provide performance explanations.
• Analyze firm-wide investment activity and transactions.
• Review performance figures and resolve discrepancies.
• Coordinate with other units to fix recurring issues.
• Identify reporting defects and document data quality issues.

Skills

Client-facing experience

Financial services background

Education

SIE

Series 99

Tools

SQL Studio

Job description

LPL Financial is seeking a Performance and Data Reconciliation (PDR) Associate Analyst to address client reporting requests and escalations. You will analyze investment activity and validate performance figures while maintaining strong client service in a fast-paced environment.

Responsibilities include collaborating across teams, resolving discrepancies, and documenting data quality improvements. Prior experience in financial services and SQL familiarity are valued.