Senior Analyst, Research

Overview LPL is seeking a Senior Analyst to join its Investment Research department. This individual will play a key role in our Outsourced Chief Investment Officer program and will be relied on for investment analysis, investment manager research and monitoring, risk analysis, and asset allocation. The analyst will work with LPL advisors to help develop investment models, determine equity and fixed income allocations, and create client-facing communications. Responsibilities Contribute to model portfolio decision making and management as a member of the Outsourced Chief Investment Officer program. Monitor, interpret, and enhance analytic data on model risk, positioning, factor exposures, and expected forward-looking behavior for a diverse range of multi-asset portfolios. Support the process of monitoring, maintaining, and proposing trade considerations and help find efficiencies to help streamline execution. Be an active participant in client meetings and communications to explain investment model allocations, trades, and positioning rationales. Qualifications and Requirements Bachelor’s degree 4+ years of experience in multi-asset investment research Core competencies: Superior verbal and written communication skills including the ability to cogently explain portfolio management principles, positioning, and trade decisions to LPL clients; robust analytic skills and the ability to critically evaluate data Preferences: Broad knowledge of capital markets (equity, fixed income, alternatives); proficiency with analytical software and data sets such as Bloomberg, Morningstar, and FactSet Progress in the CFA Program Series 7 & 66 or 65 preferred or willingness to obtain within 6 months Compensation and Benefits Pay Range: $97,026.00 - $161,710.00. 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. LPL Total Rewards package includes benefits such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Company Overview and Additional Information LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. It 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. 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 Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Learn more about our leadership team, careers, and benefits on our site. #J-18808-Ljbffr LPL Financial LLC