Associate Analyst - Overlay Evolution and Development

Fort Mill, SC

Full-time

Onsite

$24.52/hr - $40.87/hr

Entry Level

LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success. The Associate Analyst will review and implement test plans for ongoing projects while supporting the Overlay Portfolio Management Group, focusing on testing trading platforms and collaborating with various teams.

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Responsibilities

Execute tests on new code deployments while documenting and following up on encountered defects
Participate in design reviews and provide input on requirements, product design, and potential problems
Collaborate closely with OPMG leadership and team members to better understand the product requirements or in case the design requires any kind of modifications
Interact with internal/external peers and management of other departments such as Technology, Product and QA
Analyze business processes and systems to identify areas for improvement and optimization
Work with QA to test and validate developed features against requirements and coordinate end-user validation
Conduct user acceptance testing and provide support during the software development lifecycle

Qualification

Required

Bachelor's degree or equivalent industry experience
2+ years of experience working in the financial or technology industry and/or processing in a high-volume and deadline-driven environment
One Saturday a month availability for code deployments
MS- Excel- Proficient
Knowledge of advisory managed accounts
Possess aptitude for prioritizing, multitasking, and thriving in a fast-paced environment
Ability to meet strict deadlines with minimal supervision
Great organizational skills and a detail-oriented mindset
Desire to learn and grow as well as help others learn and grow
Effective verbal and written communication skills
Ability to work in a team and as an individual
Some experience in portfolio management and securities trading operations
Experience in Quality Assurance and Control, QA/QC Testing, and Operational improvement and control
Excellent critical thinking and problem-solving skills