Job Overview :
As a Senior Investment Analyst on the Manager Research team at LPL Financial you will join a collaborative group of research professionals focused on conducting investment manager due diligence and searches.
In addition, you will provide market and asset class updates to colleagues and LPL advisors, provide analytical insights through explorative and diligent asset class research, and assist with managing model portfolios.
Responsibilities :
Conduct investment manager searches across equity (investment style and market cap spectrum) and fixed income (taxable and tax free).
Evaluate and monitor investment managers across a wide range of criteria and articulate your opinions verbally and in writing.
Participate in the model portfolio construction and monitoring process.
Support LPL advisors by responding to requests for analysis on current and prospective equity investment managers.
Collaborate with LPL Research colleagues and other LPL Home Office professionals on educational topics, portfolio structure, and general public equity asset class questions.
Join a close-knit community of diverse, supportive, encouraging, and inspiring colleagues who maintain an appreciation for grounded and authentic individuals.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements : Bachelor’s degree
Bachelor’s degree
5+ years of relevant industry experience
FINRA Series 7 and 66 license required (either have or be willing to obtain after hiring).
Core Competencies :
Values diversity, equity, and belonging as key tenets of an impactful culture and successful business.
Has a strong and demonstrated interest in investing and following the markets.
Feels comfortable working within a team to find the right solutions for clients
Preferences :
Expresses an interest in becoming a CFA Charter holder (if not yet earned).
Pay Range :
$127,500.00 - $212,500.00Actual 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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