Research Analyst

Company: LPL Financial
Location: Boston, MA
Posted on: January 21, 2016

Job Description:

Position: Research Analyst (Boston, MA)

Duties: Perform database analysis and system updates for internal

proprietary tools as well as external software. Facilitate quality control

metrics for data streams, deliverables and processes. Assist executive

management with quantitative data and analytical support efforts involving

mutual funds, ETFs, separate accounts, variable annuity subaccounts, and

alternative investments. Aid the executive team in making investment

decisions by conducting portfolio analysis of recommended models and

researching investment opportunities. Communicate with Financial Advisors

on a variety of issues to assist them in managing their client’s investment

portfolios. Work on strategic and tactical projects that will contribute to

the overall support and success of the Research Team. Responsible for a

variety of production deliverables including risk/return calculations,

performance measurement, quantitative analysis and attribution of

recommendations. Conduct competitive analysis of LPL products and

recommendations versus direct competition and other market offerings.

Requirements: Master's degree in Finance, Accounting, or related

quantitative field (or foreign education equivalent) and 2 years’

experience performing quantitative analysis for portfolio management; OR,

in the alternative, a Bachelor’s degree in Finance, Accounting, or related

quantitative field (or foreign education equivalent) and 5 years’

experience as indicated above.

Also requires: FINRA Series 7 and 66 licensure; and demonstrated expertise

(DE): conducting portfolio analysis of recommended investment models of

mutual funds, ETFs, separate accounts, variable annuity subaccounts, and

alternative investments; DE performing portfolio construction and

investment management to meet multiple client investment objectives; DE

performing competitive analysis of financial research offerings relative to

direct competitors and the universe; DE utilizing third party tools

including FactSet, Morningstar Direct, Zephyr Style Analysis, Bloomberg,

Haver Analytics, MPI Stylus, PSN, and Lipper to perform research and

analytical analysis; DE supporting trade processes by updating data and

ensuring data integrity and consistency within internal tools and

analytical programs; and automating multiple research analytics processes

and procedures to reduce errors and business risks; and DE interfacing

between Research, Technology Services, Operations, Advisory, and

Consulting groups, including supporting application usage and providing

assistance with advisor and client requests regarding performance,

quantitative analysis and modeling, customized charts and graphs.

To apply, submit resume referencing Job Code # TA01 to Brigitte Duffy, LPL

Financial LLC, 75 State Street, Boston, Massachusetts 02109.

Keywords: LPL Financial, Boston , Research Analyst, Finance , Boston, MA, Massachusetts