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Associate Analyst, Cash Management
1 month ago
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you
LPL Financial (NASDAQ: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The Associate Analyst is responsible for the inception and ongoing support of reserve calculations requirements related to Cash Management. This role leads and participates in large firm transformation projects, ad-hoc audits and process optimization efforts. Additionally, will assist with ad-hoc department data and reporting needs along with providing recommendations to leadership.
Responsibilities:
- In collaboration with finance and control teams, create, compile and review operational policies and procedures for newly created regulatory requirements
- Complete, compile and optimize Customer Reserve calculation daily
- Developing, managing and leading a project plan across various groups
- Analyzing and reviewing large amounts of data to ensure accuracy
- Providing recommendations to leadership on potential policy and procedure enhancements based data and project findings
What are we looking for?
We want strong collaborators who can 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, preferably in Finance or related field
- Minimum 2 years of experience in general brokerage industry knowledge
- Proficiency in Microsoft Office products (Excel and Access)
Core Competencies:
- Excellent verbal and written communication skills
- Strong time management and organizational skills; ability to work under pressure and manage multiple priorities
- Strong analytical skills
- Self-starter who requires minimal management oversight for day-to-day work responsibilities
- Strong attention to detail with a proactive approach to solving and preventing problems
- Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk
Preferences:
- Structured query language (SQL) experience
- Knowledge of BETA, Documentum, MS Access
Pay Range:
$20.23-$33.71/hourActual 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 offerWhy LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 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
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