Associate Analyst, Advisory Operations
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Job Description
- *Where Ambition Meets Innovation**
At LPL’s Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We’re proud to be expanding and reaching new heights in Hyderabad.
Join us as we create something extraordinary together.
- *Job Overview**
The **Associate Analyst, Advisory Operations** independently supports the advisory billing function through problem\-solving, reporting, quality control, audit support, remediation, and training. This role applies judgement within defined policies and controls to resolve issues and support risk mitigation. The role operates in a fast\-paced, deadline\-driven environment and collaborates with leadership and cross\-functional partners to drive accuracy, efficiency, and continuous improvement.
- *Responsibilities:**
- Executed quality control processes to ensure accuracy, compliance, and consistency.
- Support leadership on multiple and potentially overlapping department level projects
- Identify recurring issues and recommend process or procedural improvements
- Document quality issues, performance metrics, and improvement opportunities
- Support audit requests, remediation efforts, and procedure updates
- Manage escalated items within defined scope and escalate higher\-risk issues as appropriate
- Support projects including UAT, transformation, implementation, and change management initiatives
- *What are we looking for?**
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast\-paced, team\-oriented environments. Our ideal candidates **pursue greatness**, **act with integrity**, and are **driven to help our clients succeed**. We value those who embrace creativity, continuous improvement, and contribute to a culture where we **win together** and **create and share joy** in our work.
- *Requirements:**
- 6\-8 years of experience in financial services, banking, accounting, or operation
- Bachelor’s degree or equivalent practical experience
- Good attention to detail and ability to follow defined procedures
- Intermediate proficiency with Microsoft Excel, Word, Outlook, and Teams
- *Preferences:**
- Data Analysis/ Business Analysis Experience
- *Core Competencies:**
- Analytical Thinking, Problem Solving \& Decision making
- Ability to balance accuracy, risk mitigation and service within defined procedures
- Strong written and verbal communication
- Process Improvement \& Continuous Improvement
- *Working Conditions:**
Candidates should be flexible to work across shifts, including U.S. business hours, based on business requirements
LPL Global Business Services, LLP \- PRIVACY POLICY
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Job Overview
- Job type
- Full-time
- Work mode
- On-site
- Location
- Hyderabad
- Posted
- 1d ago
- Source
- Indeed