Sr. Analyst - Portfolio Data Strategy & Planning

Job Overview

The Sr. Analyst, Portfolio Data Strategy & Planning plays a critical role in shaping and communicating strategic priorities across the enterprise. This position focuses on building advanced models, conducting complex data analysis, and delivering actionable insights that guide strategic planning and resource allocation. The role involves developing capacity planning frameworks, supporting portfolio health reporting, and executing budget reconciliations to ensure optimal delivery outcomes. The ideal candidate combines strong analytical and technical skills with the ability to communicate insights effectively through executive-level presentations, driving alignment across business and technology teams.

Responsibilities:

• Drive preparation of materials for alignment sessions across Business, Product, Technology and Operations, including research, gathering stakeholder input and framing analysis.

• Contributes to the development of Capacity Planning ensuring data sources of truth are established to enable model recommendations for labor forecasting and decision making.

• Execute portfolio reallocations including oversight of budget transfers and reconciliation to pull through executive decisions.

• Perform analysis of portfolio delivery leveraging enterprise data tools (e.g. Jira).

• Support technology portfolio health reporting and frame key insights for executive-level presentations and readouts.

• Collaborate cross-functionally to prepare and deliver SteerCos and Portfolio Reviews.

What We’re Looking For

We’re looking for strong collaborators who thrive in fast-paced, team-oriented environments. Our ideal candidate pursues greatness, acts with integrity, and is driven to help our internal stakeholders 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:

• 3–5 years of experience as a data analyst or internal data strategy role working on strategic engagements, including complex data analysis, research, and executive-level insights.

• 2-3 years of strong skills in complex data analysis (SQL required and Python preferred) including experience processing and cleaning messy, unstructured data for analysis

• 1-2 years of experience building comprehensive excel-based models to address executive-level questions (capacity delivery, financial analysis, etc)

• Bachelor’s degree in Business, Finance, Data Science, Statistics, Economics or related fields

Core Competencies:

• Advanced analytical and modeling capabilities with strong attention to detail.

• Ability to perform quantitative analysis based on macro-level assumptions to derive actionable insights for decisioning.

• Strategic thinking and ability to distill complex datasets into clear, actionable recommendations.

• Strong cross-functional collaboration and relationship-building capabilities.

• Proactive self-starter that rapidly learns the industry, business, data models, databases, and organizational preferences.

• Strong written and verbal communication skills.

Preferences:

• Curiosity to solve complex problems in new innovative ways underpinned by data.

• Background in data & analytics or technology strategy within a financial services or consulting firm.

• Familiarity with KPI development, dashboards, and scenario framing for product and technology leadership teams to inform portfolio management or enterprise planning.

• Ability to securely call API endpoints for external and internal data collections

 

Pay Range:

$78,375-$130,625/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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