Analyst, OPMG- Overlay Evolution

3 weeks ago

Fort Mill, United States LPL Financial Full time

Job Overview:

The OED Analyst oversees small-to-medium-scale projects for the Overlay Portfolio Management Group.This will include but is not limited to maintaining advisory productbacklogs, working closely with Technology, Product and Vendors to prioritize and communicate business needs,testing functionality of the trading platforms, and analyzing business processes and systems to identify areas for improvement and optimization.

Looking for a confident individual with effective communication, problem-solving, critical-thinking skills,and a desire to work closely with a team of professionals in a fast-paced environment. We are committed to developing an innovative team working closely together to design and build technology solutions that fuel the company’s long-term vision of operational excellence.

Duties and Responsibilities: 

Provide project management support by tracking project timelines, coordinating with Product, Technology and QA teams, ensuring tasks are completed on schedule.

Represent the business in design reviews of small to medium scale projectsand provide input on requirements, product design, and potential problems.

Collaborate closely with OPMG leadership and team members to better understand the product requirements or in case the design requires any kind of modifications.

Analyze business processes and systems to identify areas for improvement and optimization.

Lead backlog grooming sessions ahead of sprint planning/vendor releases.

Help establish and maintain the Product Roadmap.

Coordinate end-user validationand provide support during the software development lifecycle.

Develop training materials and documentation for internal teams or external users to ensure effective use of products offered on our platforms.

Assist with testing of new features, identifying and documenting bugs, usability issues, and edge cases that require attention.

Build high-quality PowerPoint presentations for various audiences, including internal stakeholders and external clients.

Provide timely and concise information communication to all appropriate internal and external stakeholders through various communication channels.

Requirements 

Excellent communication and collaboration skills

Bachelor’s degree or equivalent industry experience 

2+ years of experience working in the financial or technologyindustry.

Strong analytical, problem-solving, and critical-thinking skills.

Knowledge of advisory managed accounts

One Saturday a monthavailability for code deployments

MS- Excel, Visio, PowerPoint Proficient

Knowledge of JIRA/Confluence

Core Competencies:

Possess aptitude for prioritizing, multitasking, and thriving in a fast-paced environment.

Ability to meet strict deadlines with minimal supervision.

Great organizational skills and a detail-oriented mindset.

Desire to learn and grow as well as help others learn and grow.

Experience in portfolio management and securities trading operations.

Experience in Quality Assurance and Control, QA/QC Testing, and Operational improvement and control

Ability to collaborate effectively with cross-functional teams.

Preferences:

BETA

Lucid or Visio

Excel Macros or SQL

FINRA Licenses (or willingness to obtain): Series 7, 63/66


  Pay Range: $28.79-$43.18/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

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