AVP, Investment Analytics & Data

Job Overview

LPL seeks an Investment Analytics & Data professional to lead the creation and maintenance of analytical tools for its Investment Research department. The role supports investment functions including asset allocation, portfolio management, security‑selection, and business management.

• Lead the vertical tech stack development by managing cross‑functional relationships, internal project management, and individual contributions.
• Build and maintain master investment data sets to enable scalable investment reporting and analytics.
• Develop visualization tools that integrate multiple vendor data sources and deliver personalized insights.
• Create pre‑trade analytics and order‑management solutions to improve turnaround time and scalability.
• Provide competitive‑intelligence insights that inform the firm’s long‑term strategic positioning.
• Prepare polished presentation materials for senior management on performance, risk, and asset‑flow trends.
• Support portfolio‑management committees with attribution, risk data, and insights.

• 5–8 years of work experience in a quantitative or analytical role in investment management.
• Bachelor’s degree in quantitative, finance/economics, or computer information systems.
• Programmatic experience with investment data using Python, SQL, and Excel.
• Professional experience with data‑analytics visualization tools such as Microsoft Power BI or Tableau.

• Strategic understanding of LPL’s role in the financial‑services industry.
• Experience articulating a product vision and roadmap across stakeholders.
• Experience with relational database management software (RDBMS) and APIs.
• Familiarity with market‑data analytics platforms (Bloomberg, Fact Set, Refinitiv, Lipper, Morningstar).
• Hands‑on development with Microsoft Power Apps or Microsoft Fabric unified data platform.
• Experience back‑testing quantitative investment models in equity, fixed‑income, alternative, or multi‑asset space.

Pay range: $ – $. Benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

Principals only. EOE. EAC 5.19.26.