Business System Analyst

2 weeks ago

San Diego, United States LPL Financial Holdings, Inc. Full time

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 an innovative team that builds products which are transforming the organization? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Excited to learn more? If so, then this could be the role for you

Job Overview:

This candidate will partner with others to enter, ensure, and maintain the accuracy of data supporting our IT asset inventory and the M&A onboarding. They will also work with other business analysts, developers, engineers, and product owners to deliver products in a collaborative and agile environment to enhance and modernize the platforms.

Responsibilities:

  • Collaborate with cross-functional teams to gather, analyze, and document detailed business and technical information.
  • Utilize JIRA, ServiceNow and other tools to manage and track project progress effectively.
  • Work in an agile environment.
  • Leverage your financial services experience to provide valuable insights into industry-specific needs and challenges.
  • Develop and maintain a deep understanding of our business processes, and systems.
  • Create and update comprehensive documentation.
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:
  • Proven experience as a Business or Systems Analyst in financial services.
  • Advanced Excel skills, including complex formulas and pivot tables, with intermediate Power Query skills.
  • Ability to research and implement advanced Excel functions and formulas.
  • Proficiency in data analysis, reporting, and reconciliation across multiple sources.
  • Exceptional attention to detail, analytical skills, and proficiency in project management tools like JIRA.
Preferred Skills:
  • Excellent understanding of system integration.
  • Strong verbal and written communication skills, both technical and non-technical.
  • Advanced analytical and problem-solving abilities, with basic project management skills.
  • Experience working with project plans, deadlines, and stakeholder communication.
  • Proficiency in business documentation, including project documentation maintenance.


Pay Range:
$31.19-$46.79/hour

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

Why 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.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 lfinancial.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 ([redacted].

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