Associate Analyst, Performance and Data Reconciliation
Core
Resolve questions and requests regarding LPL Client Reporting Applications and software, acting as a liaison for advanced client reporting escalations.
Role type
Associate Analyst, Performance and Data Reconciliation
Builds
Client reporting applications and data reconciliation services
Domain
Wealth management / Financial services
Deliverable
dashboards & analysis
Required skills
Transaction accounting, performance figure validation, discrepancy resolution, data quality documentation, process oversight, risk mitigation
Preferred skills
Investment performance data management, time-weighted and money-weighted calculations, portfolio transaction accounting, statistical analysis, SQL Studio
Responsibilities
Fielding client escalations and providing performance explanations, analyzing firm-wide investment activity, identifying reporting defects, collaborating with business units to correct recurring issues, documenting data quality issues and improvements, implementing solutions with management direction, overseeing existing processes to mitigate risk
Seniority
Associate, individual contributor