Remote
Job Overview:
The Performance and Data Reconciliation (PDR) Associate Analyst is responsible for providing resolutions to all questions or requests related to all LPL Client Reporting Applications and/or software. PDR serves as a dedicated liaison for advanced Client Reporting escalations and strives to provide an unparalleled service experience to ensure all Client Reporting needs are exceeded. This role requires a strong customer focus in order provide top tier service experience.
Responsibilities:
· Collaborating with team members on multiple and possibly overlapping client requests.
· Supporting clients by fielding escalations and providing performance related explanations.
· Transaction accounting to analyze firm wide investment activity.
· Reviewing and validating performance figures and resolving any resulting discrepancies.
· Collaborating effectively and efficiently with other business units to correct recurring issues.
· Identifying reporting defects.
· Documenting data quality issues, performance measures, and quality improvements.
· Implementing solutions with management direction.
· Overseeing existing processes and mitigating risk against future firm impact.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
· 2+ years in financial services with client facing or operations experience (comparable experience may be considered)
Core Competencies:
· Capable of performing under pressure and adapt to changes in a team-oriented environment
· Strong analytical and problem-solving skills with a keen attention to detail
· Must have excellent verbal, listening, and written skills
Preferences:
· Strong understanding of managing investment performance data
· Understanding of time-weighted and money-weighted performance calculations
· Knowledgeable in portfolio and investment sleeve transaction accounting and reconciliation
· Ability to interpret data and analyze results using statistical techniques and provide ongoing reports
· Working knowledge of SQL Studio and willingness to learn
· SIE, Series 99 preferred
Pay Range:
$20.85-$34.71/hour
