TPRC Analyst at Vestas managing wind turbine performance reporting and creating monthly performance reports worldwide. Collaborating with internal departments for data analyses and ensuring accuracy of turbine performance data.
About the role
- Associate Data Recon Analyst at LPL Financial supporting mutual fund and alternative investment data. Responsible for data accuracy, customer support, and collaboration with cross-functional teams.
Responsibilities
- Develop deep subject‑matter expertise in the Security Master function.
- Manage and execute monthly quality‑control processes.
- Oversee data flow and ensure the accuracy, consistency, and timely processing of data into downstream systems.
- Partner with internal and external business units to research and resolve investment‑data issues.
- Troubleshoot reconciliation discrepancies reported by advisors.
- Compile metrics and create reporting to support trend analysis and RPMs.
- Assist with projects supporting both client‑facing and internal system enhancements.
- Maintain and update department procedures to ensure alignment with current processes.
- Collaborate with team members to manage multiple, overlapping customer requests.
- Provide customer support through escalation management and clear, comprehensive explanations.
- Review, validate , and research industry announcements, resolving any identified discrepancies.
- Work cross‑functionally to identify and correct recurring operational or data‑quality issues.
Requirements
- 2+ years in the brokerage or financial services industry
- Strong analytical and problem-solving skills with a keen attention to detail
- Working knowledge of Word, Outlook, Visio and PowerPoint
- Basic understanding of time and money weighted performance calculations
- Excellent verbal and written communication skills
- Ability to perform under pressure to meet deadlines.
- Strong customer service skills
- 2+ years of customer service experience (phone and email experience)
- Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Alternative Investments, and ETPs.
- Advanced skills with Excel
- SQL experience
- Alteryx experience, Alteryx Certification/license is a plus
- SIE, Series 7 or 99 preferred
- Bachelor’s degree
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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