Performance & Data Reconciliation Analyst

lplfinancial

Fort Mill (SC)

On-site

USD 29,000 - 48,000

Full time

3 days ago

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Job summary

LPL Financial Holdings Inc. is seeking a Performance and Data Reconciliation (PDR) Associate Analyst to resolve questions related to Client Reporting Applications and escalations, delivering top-tier service to clients.

This role emphasizes collaboration, accuracy, and proactive problem solving in a fast-paced environment. The position focuses on supporting client reporting, analyzing investment activity, and ensuring data quality across reporting processes, with opportunities to impact

Qualifications

2+ years in financial services with client facing or operations experience (comparable experience may be considered)
SIE, Series 99 preferred

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.