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PORTFOLIO MANAGEMENT ANALYST
| Details |
Country: USA
Location: CA San Diego
Total applied: 20
Relevant Work Experience: 1+ to 2 Years
Career Level: Experienced (Non-Manager)
Education Level: Associate Degree
Job Type: Employee
Job Status: Full Time
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PORTFOLIO MANAGEMENT ANALYST
PORTFOLIO MANAGEMENT ANALYST
LPL Financial Services, the nations #1 independent brokerage firm has grown rapidly due to our unparalleled Representatives and exceptional staff. We have the following opening for an energetic professional to join the San Diego office:
LPL is looking for a full time Analyst in the Portfolio Management department for the Personal Wealth Portfolios and Optimum Market Portfolios account platforms. Position is responsible for reviewing and approving new accounts; monitoring and enabling account funding and approval; reviewing account activity; maintaining transaction level activity in accounts and managing the daily account reconciliation. The position will interact daily with various internal departments.
The ideal candidate will have a minimum of 1-year experience in the Securities industry, preferably with a portfolio management, brokerage or operations background. The candidate must possess exceptional analytical and mathematic skills, a decisive manner, and flexibility under pressure. Ability to perform in a fast paced, deadline driven environment is required. Series 7 license preferred or will be required within the first six months.
We offer an excellent salary and benefits package. Please submit resume and salary history/requirements via our careers site at: http://www.lpl.com/html/carset.html. EOE
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