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Senior Analyst, Corporate Development at LPL Financial - ApplyBlast

Senior Analyst, Corporate Development

LPL Financial

5 months ago

3.5 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

Sr Analyst, Corporate Development at LPL Financial

Responsibilities

Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
Develop deep knowledge of the wealth management industry

Skills

Qualifications

Bachelor’s or master’s degree in finance, accounting, business administration or related field3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A 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.