AVP, Investment Analytics, Data

LPL Financial

Investment Analytics & Data professional leading the creation of analytical tools at LPL Financial. Collaborating with the Quantitative Strategy team for investment management solutions.

Posted 6/17/2026full-timeFort Mill • California, North Carolina • 🇺🇸 United StatesLead💰 $131,325 - $218,875 per yearWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Lead LPL Research’s vertical tech stack development, from cross-functional relationship management to internal project management and individual contributions.
Build and maintain master investment data sets to help the LPL Research department scale its investment reporting and analytics output with its industry-leading growth.
Develop visualization tools that efficiently integrate multiple vendor data sources to unlock value within the LPL Research ecosystem through personalized curation.
Develop a pre-trade analytics and order management solution, driving meaningful improvements in turnaround time and process scalability.
Help LPL Research develop its long-term strategic positioning relative to peers by developing and sharing competitive intelligence insights across the firm.
Independently support senior management with polished presentation materials on investment performance, risk management, and trends in asset flows across platform.
Actively learn and support the portfolio management process by supporting members of Portfolio Management Committees with performance attributions, risk data, and insights.

Requirements

What you’ll need

5-8 years of work experience in a quantitative/analytical role in investment management
Bachelor’s degree in quantitative, finance/economics, or computer information systems
Experience working programmatically with investment data (e.g., Python, SQL, Excel)
Professional experience with data analytics visualization tools, including the ability to design and automate the production of dashboards (e.g., Microsoft Power BI, Tableau)

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off
competitive rewards package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticsinvestment dataPythonSQLExceldata visualizationdashboard designpre-trade analyticsorder managementperformance attribution

Soft Skills

cross-functional relationship managementproject managementpresentation skillsstrategic positioningcompetitive intelligencecommunicationsupporting senior managementanalytical thinkingproblem-solvingcollaboration