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Associate Analyst, Pricing Team
LPL Financial. Perform daily and monthly quality control reviews of security master and pricing data .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in quality control and data validation for investment products, with strong analytical skills to investigate discrepancies and support operational performance. Proficient in using investment operations platforms and tools to enhance data accuracy and reporting.
Highest-signal resume keywords
Quality Control ReviewsData ValidationInvestment Operations PlatformsAnalytical SkillsCommunication Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisReconciliation ProcessesStatistical TechniquesAttention to DetailProblem-Solving
Soft Skills
Organizational SkillsCollaboration AbilitiesAdaptability
Tools & Technologies
DataScopeBETABSTSPDDExcelSQL Studio
Certifications & Qualifications
SIESeries 99
Industry Keywords
Investment ProductsSecuritiesPricingTransactionsFinancial Services
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Perform daily and monthly quality control reviews of security master and pricing data
- Maintain and validate mutual fund and investment product data across downstream systems
- Serve as a subject matter expert for Security Master and Pricing processes
- Analyze sponsor documentation and update investment data platforms
- Investigate and resolve pricing, performance, reconciliation, and valuation discrepancies
- Partner with internal and external stakeholders to address investment data issues and identify root causes
- Support advisor and client reporting by researching and resolving escalated inquiries
- Develop metrics, trend analyses, and reporting to support operational performance and risk monitoring
- Assist with technology and process improvement initiatives, including client-facing and internal applications
- Maintain department procedures and support continuous process improvement efforts
- Review industry announcements and implement required updates to investment data records
Requirements
What you’ll need- 2+ years in financial services with client facing or operations experience (comparable experience may be considered)
- Strong analytical, problem-solving, and organizational skills
- Excellent communication and collaboration abilities
- Ability to work effectively in a fast-paced environment with multiple priorities and deadlines
- High attention to detail and commitment to data accuracy and quality
- Knowledge of investment products, securities, pricing, transactions, and reconciliation processes
- Experience using investment operations platforms and tools such as DataScope, BETA, BSTS, PDD, Excel, and related applications
- Ability to interpret data and analyze results using statistical techniques and provide ongoing reports
- Working knowledge of SQL Studio and willingness to learn
- Experience communicating with internal teams and external partners
- Strong attention to detail and quality control experience
- 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