Associate Analyst, Alternative Investments
LPL Financial(22 days ago)
About this role
The role sits on the Alternative Investment Operations team supporting alternative investments processing and operational projects. The position involves helping design and implement process improvements, translating business and regulatory needs into technical requirements, and using data and reporting tools to support decision-making. The role emphasizes collaboration across internal and external partners and contributing to ongoing operational and regulatory initiatives.
Required Skills
- Reconciliation
- Transfers
- Reporting
- Data Analysis
- Project Management
- Communication
- Excel
- VBA
- Access
- UAT
+3 more
Qualifications
- Bachelor's Degree (Business/Accounting/Finance)
- SIE
- Series 7
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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