LPL Financial

Product Analyst, Alternative Investments

San Diego

Sponsorship not specified$77k-$128kDetected 19 days ago

AccountingExcelHRCollaboration

About the role

For further information about LPL, please visit www.lpl.com.
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.

Perform onboarding of alternative investment products for new sales and custody only - including the setup of the product in LPL's systems such as security master, digital trading platform, commission platform, and advisor access to investor kits.
Document end-to-end workflow between fund manager and LPL operations.
Manage product pipeline and product closures of products actively offered for sale.
Manage product requests and status for custody only.
Manage digital platform product documents, data, due dates, and details. Record committee minutes.
Own the resolution of specific issues with advisors or fund companies.
Build a career that matches all your initiative with an impressive dose of innovation.
And they have the freedom to manage their client relationships, because they know their clients best.
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.
Please log in or create an account to apply to this position.

Bachelor's degree with related experience in the financial services industry
2+ years broker dealer, investment management, wealth management, or related financial services experience
Ability to accept and understand feedback and apply to working style
Ability to learn new internal systems
Ability to provide, accept and apply feedback for improvement
Ability to work and communicate quickly and accurately
The ability to operate in partnership with other teams within WMS and across the organization is also critical to the role.

Experience interacting with asset managers and advisors preferred.
Experience with investor service preferred
Experience with due diligence preferred
Experience with investment operations and the ability to advance projects and handle advisor escalations are baseline skills required of the role
Experience working with investment-oriented systems and analytical software including Excel and Tableau.

$76,632.00 - $127,720.00
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.

This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.