Associate Analyst, Networking jobs in United States
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LPL Financial · 5 hours ago

Associate Analyst, Networking

LPL Financial is a leading independent broker-dealer empowering professionals to help clients achieve their financial goals. The Associate Analyst role in the Networking department focuses on providing problem-solving, reporting, project, and training support while collaborating with internal and external teams to improve processes and mitigate risks.

FinanceFinancial Services
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H1B Sponsor Likelynote

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
Documents quality issues, performance measures and quality improvements for management review
Support leadership on multiple and possibly overlapping projects
Ability to take on new challenges
Reengineer existing processes for improved experience and accuracy
Coordination with internal and external team members to implement or support ongoing processes
Process change management including updating and maintaining department controls and procedures
Ability to meet strict deadlines with minimal supervision in a fast-paced environment
Ability to analyze information and strong reporting skills
Involved 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 toward the successful execution of projects and initiatives that support LPL’s priorities. Participate in UAT and scripts writing
Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
Handle escalations received from both the Service Center and Internal teams
Other assignments as required by Management

Qualification

Data analysisMS AccessMS ExcelSQLAlteryxCommunication skillsProblem solvingOrganizational skillsInterpersonal skills

Required

3+ years' experience in the brokerage and financial services industry
2+ years of experience working with MS Access and MS Excel (Macro experience with excel)
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
Handle pressure well; you will be working with the senior team on advancing initiatives based on the data and analysis you provide
Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
Strong attention to detail with a pro-active approach to solving and preventing problem
Driven individual, always seeking to improve and grow a plus

Preferred

Experience with SQL and Alteryx for running data queries
Communicate data related information to internal team and different business units
Experience working with large data sets and ability to extract data into clean and concise data points
Proficient in Microsoft applications, SharePoint, Smartsheet and BOX experience preferred
Bachelor Degree Preferred
FINRA licenses preferred

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Company data provided by crunchbase