Senior Analyst, Research

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL is seeking a Senior Analyst to join its Investment Research department. This individual will play a key role in our Outsourced Chief Investment Officer program and will be relied on for investment analysis, investment manager research and monitoring, risk analysis, and asset allocation. The analyst will work with LPL advisors to help develop investment models, determine equity and fixed income allocations, and create client-facing communications.

Responsibilities:

• Contribute to model portfolio decision making and management as a member of the Outsourced Chief Investment Officer program.

• Monitor, interpret, and enhance analytic data on model risk, positioning, factor exposures, and expected forward-looking behavior for a diverse range of multi-asset portfolios.

• Support the process of monitoring, maintaining, and proposing trade considerations and help find efficiencies to help streamline execution.

• Be an active participant in client meetings and communications to explain investment model allocations, trades, and positioning rationales.

What are we looking for?

We want strong collaborators who can help deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree

• 4+ years of experience in multi-asset investment research

Core Competencies:

• Verbal and written communication skills including an ability to cogently explain portfolio management principles, positioning, and trade decisions to LPL clients

• Analytic skills and the ability to critically evaluate data

Preferences:

• Broad knowledge of capital markets (equity, fixed income, alternatives)

• Proficient in the use of analytical software and data sets such as Bloomberg, Morningstar, and FactSet

• Progress in the CFA Program.

• Series 7 & 66 or 65 preferred or willingness to obtain within 6 months.

 

Pay Range:

$97,026.00 - $161,710.00

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26