Senior Investment Analyst

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

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’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree

• 5+ years of relevant industry experience

• FINRA Series 7 and 66 license (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-$212,500/year

 

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. 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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we