Senior Analyst, Research

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:
• Superior verbal and written communication skills including an ability to cogently explain portfolio management principles, positioning, and trade decisions to LPL clients
• Robust 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
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• Join LPL Financial: Where Your Potential Meets Opportunity
• At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
• Why LPL?
• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our s

Benefits

Additional Information

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.

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