Senior Analyst role at LPL Financial supporting high - impact growth initiatives and collaborating with cross - functional teams. Analyzing data and reporting for effective decision - making.
About the role
- Account Analyst servicing Latin America clients at PIMCO, addressing market trends and driving sales initiatives. Collaborating with various teams to ensure high service levels and support business development.
Responsibilities
- Gather, analyze, and discuss market trends and data with colleagues and clients
- Analyze portfolio characteristics in the context of broader investment themes
- Evaluate risk reports, perform attribution research, and conduct scenario analysis
- Create customized client reports and respond to ad-hoc inquiries
- Draft internal presentations and prepare client-servicing materials
- Provide product information and sales support to Latin American financial advisors
- Identify new business development opportunities and drive marketing/sales campaigns
Requirements
- Bachelor’s Degree required
- A minimum 3.2 overall GPA
- 0-2 years of experience, preferably in the financial services industry
- Proficiency in both English and Spanish
- Completion of Series 7 and 63 within the first six (6) months of employment
- Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
- Demonstrated proficiency in Microsoft Word and Excel
- Exceptional analytical and problem-solving skills
- Outstanding relationship building skills
- Strong written and verbal communication skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development support
- Discretionary bonuses
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