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Associate Analyst, Performance, Data Reconciliation
LPL Financial. Collaborate with team members on multiple and possibly overlapping client requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in managing investment performance data, while effectively collaborating with team members and clients to resolve issues and enhance reporting accuracy. Proficient in transaction accounting and capable of implementing solutions to improve data quality and mitigate risks.
Highest-signal resume keywords
Investment Performance Data ManagementTransaction Accounting and ReconciliationSQL Studio ProficiencyAnalytical and Problem-Solving SkillsClient Reporting Escalation Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction AccountingPerformance AnalysisData InterpretationStatistical TechniquesTime-Weighted Performance CalculationsMoney-Weighted Performance Calculations
Soft Skills
Team CollaborationAdaptability Under PressureVerbal CommunicationListening SkillsWritten Communication
Tools & Technologies
LPL Client Reporting ApplicationsSQL Studio
Certifications & Qualifications
SIESeries 99
Industry Keywords
Financial ServicesClient Facing ExperienceOperations ExperiencePerformance MeasuresData Quality Issues
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Collaborate with team members on multiple and possibly overlapping client requests
- Support clients by fielding escalations and providing performance-related explanations
- Perform transaction accounting to analyze firm-wide investment activity
- Review and validate performance figures and resolve discrepancies
- Collaborate with other 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
- Provide resolutions to questions or requests related to LPL Client Reporting Applications and software
- Serve as a liaison for advanced Client Reporting escalations and ensure client reporting needs are exceeded
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
- Competitive LPL Total Rewards package