Associate Analyst, Performance and Data Reconciliation

LPL Financial

. Provide resolutions to questions or requests related to LPL Client Reporting Applications and software .

Posted 9/24/2026full-timeFort Mill • South Carolina • United StatesJuniorMid-Level💰 $21 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client reporting applications and investment performance data management, with strong analytical skills to resolve discrepancies and improve data quality. Capable of collaborating effectively in a team-oriented environment while providing top-tier client support.

Highest-signal resume keywords

Client Reporting ApplicationsInvestment Performance Data ManagementAnalytical SkillsSQL StudioTransaction Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance CalculationsData InterpretationStatistical TechniquesTransaction AccountingReconciliation

Soft Skills

Problem-Solving SkillsAttention to DetailVerbal CommunicationListening SkillsWritten Communication

Certifications & Qualifications

SIESeries 99

Industry Keywords

Financial ServicesClient Facing ExperienceOperations ExperiencePerformance MeasuresData Quality Issues

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Provide resolutions to questions or requests related to LPL Client Reporting Applications and software
Serve as a dedicated liaison for advanced Client Reporting escalations
Provide top-tier service and support client reporting needs
Collaborate with team members on multiple and overlapping client requests
Field client escalations and provide performance-related explanations
Perform transaction accounting to analyze firm-wide investment activity
Review and validate performance figures and resolve discrepancies
Collaborate with business units to correct recurring issues
Identify reporting defects
Document data quality issues, performance measures, and quality improvements
Implement solutions with management direction
Oversee existing processes and mitigate risk against future firm impact

Requirements

What you’ll need

2+ years in financial services with client facing or operations experience (comparable experience may be considered)
Capable of performing under pressure and adapting to changes in a team-oriented environment
Strong analytical and problem-solving skills with keen attention to detail
Excellent verbal, listening, and written skills
Strong understanding of managing investment performance data
Understanding of time-weighted and money-weighted performance calculations
Knowledge of portfolio and investment sleeve transaction accounting and reconciliation
Ability to interpret data and analyze results using statistical techniques and provide ongoing reports
Working knowledge of SQL Studio and willingness to learn
SIE, Series 99 preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Competitive total rewards designed to support success at work, at home, and at play