Associate Analyst, Networking

Where ambition meets innovation, build a career that matches your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

About the Role

The Associate Analyst role within the Networking department will provide problem-solving, reporting, project, and training support to the Networking team. This role requires foundational knowledge of Direct Business and subject matter expertise in Networking. You will support the AVP on multiple, possibly overlapping projects. The ideal candidate will understand data analysis, reporting tools, and technology to effectively analyze business requirements, track project status, and translate business needs into technical requirements. Strong interpersonal, organizational, and communication skills (written and verbal) are essential.

Responsibilities

• Communicate complex issues both in writing and verbally to management and internal/external vendors and customers
• Provide oversight of existing processes and mitigate risk against future firm impact
• Document quality issues, performance measures, and quality improvements for management review
• Support leadership on multiple and possibly overlapping projects
• Take on new challenges and reengineer existing processes for improved experience and accuracy
• Coordinate with internal and external team members to implement or support ongoing processes
• Process change management, including updating and maintaining department controls and procedures
• Meet strict deadlines with minimal supervision in a fast-paced environment
• Analyze information and demonstrate strong reporting skills
• Involvement with firm-level mergers and acquisitions
• Update and maintain department procedures
• Communicate with other STO departments as well as external parties to resolve Networking-related issues
• Support and contribute to the successful execution of projects and initiatives that align with LPL’s priorities
• Participate in User Acceptance Testing (UAT) and scripts writing
• Leverage technology to automate manual work and simplify processes for a scalable, flexible, and efficient infrastructure
• Handle escalations from both the Service Center and Internal teams
• Other assignments as required by Management

Requirements

• 3+ years of experience in the brokerage and financial services industry
• 2+ years of experience working with MS Access and MS Excel (Macro experience with Excel)

Skills

• Strong analytical and problem-solving skills with a keen attention to detail
• Excellent oral and written communication skills
• Proven ability to prioritize, lead, and multi-task in a fast-paced, ever-changing environment
• Ability to perform under pressure with competing deadlines
• Personable and reliable self-starter who requires minimal management oversight for day-to-day responsibilities
• Strong attention to detail with a proactive approach to solving and preventing problems
• Driven individual, always seeking to improve and grow

Preferences

• Experience with SQL and Alteryx for running data queries
• Ability to communicate data-related information to internal teams and different business units
• Experience working with large data sets and extracting data into clean and concise data points
• Proficient in Microsoft applications; SharePoint, Smartsheet, and BOX experience preferred
• Bachelor’s Degree preferred
• FINRA licenses preferred

Pay

Pay Range: $20.85–$34.71/hour. Actual base salary varies based on factors including relevant skills, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

LPL offers a highly competitive Total Rewards package designed to support your success at work, at home, and at play—including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.