Job Description
Job Overview:
LPL is seeking a Senior Analyst to join its Investment Research department. This individual will play a key role in our Outsourced Chief Investment Officer program and will be relied on for investment analysis, investment manager research and monitoring, risk analysis, and asset allocation. The analyst will work with LPL advisors to help develop investment models, determine equity and fixed income allocations, and create client-facing communications.
Responsibilities:
Contribute to model portfolio decision making and management as a member of the Outsourced Chief Investment Officer program.
Monitor, interpret, and enhance analytic data on model risk, positioning, factor exposures, and expected forward-looking behavior for a diverse range of multi-asset portfolios.
Support the process of monitoring, maintaining, and proposing trade considerations and help find efficiencies to help streamline execution.