Associate Analyst, Advisory Operations

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

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