AVP, Investment Analytics & Data

Investment Analytics & Data Professional

Where Ambition Meets Innovation

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

Job Overview:

LPL is seeking an Investment Analytics & Data professional to join its Investment Research department. This individual will be responsible for leading the creation and maintenance of a suite of analytical tools in support of LPL Research's investment management solutions. These analytics will cover, but are not limited to, the following investment functions: Asset Allocation (Multi-Asset), Portfolio Management (Risk, Attribution, Competitive Intelligence), Security-Selection (Equities, Fixed Income, Alternatives, Funds), and Business Management. The individual will work on the Quantitative Strategy team, which builds and manages multi-asset portfolios on behalf of advisors and institutions, to deliver robust investment outcomes for their clients.

Responsibilities:

• Lead LPL Research's vertical tech stack development, from cross-functional relationship management to internal project management and individual contributions.
• Build and maintain master investment data sets to help the LPL Research department scale its investment reporting and analytics output with its industry-leading growth.
• Develop visualization tools that efficiently integrate multiple vendor data sources to unlock value within the LPL Research ecosystem through personalized curation.
• Develop a pre-trade analytics and order management solution, driving meaningful improvements in turnaround time and process scalability.
• Help LPL Research develop its long-term strategic positioning relative to peers by developing and sharing competitive intelligence insights across the firm.
• Independently support senior management with polished presentation materials on investment performance, risk management, and trends in asset flows across platform.
• Actively learn and support the portfolio management process by supporting members of Portfolio Management Committees with performance attributions, risk data, and insights.

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:

• 5-8 years of work experience in a quantitative/analytical role in investment management
• Bachelor's degree in quantitative, finance/economics, or computer information systems
• Experience working programmatically with investment data (e.g., Python, SQL, Excel)
• Professional experience with data analytics visualization tools, including the ability to design and automate the production of dashboards (e.g., Microsoft Power BI, Tableau)

Preferences:

• Strategic acumen in understanding LPL's role in the broader financial services industry, and trends driving product development in the investment management space.
• Experience articulating a product vision and roadmap that aligns multiple stakeholders, and driving the vision to completion.
• Working experience using relational database management software (RDBMS) and application programming interfaces (APIs).
• Experience with market data analytics platforms such as Bloomberg, FactSet, Refinitiv, Lipper, and Morningstar.
• Hands-on development experience with Microsoft Power Apps and/or Microsoft Fabric unified data platform.
• Experience back-testing quantitative investment models in equity, fixed income, alternative, or multi-asset space.

Pay Range:

$131,325.00 - $218,875.00 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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit

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 @lplfinancial.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 View phone number on click.appcast.io.