Senior Analyst, Capital Markets Senior Analyst, Capital Markets …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Last application, 28 Mar 20
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Last application, 28 Mar 20
Senior Analyst, Capital Markets
Senior Analyst, Capital Markets San Diego/en-US/External/job/San-Diego/Sr-Analyst--Finance_R-008595/apply

Position Summary:

LPL Financial is seeking a strong applicant to join our team as a member of our Capital Markets (treasury) group. As a trusted business partner, you will lead deep and thoughtful analysis to help our management team make informed decisions. The ideal candidate for this role has a combination of strong business acumen, high attention to detail and capital markets knowledge to support the companys capital planning and decision making.

The Capital Markets team plays an instrumental role in the analysis and reporting of LPLs financial information and partnering with the companys business units providing overall financial decision support. This team is directly involved in managing our capital structure, as well as strategic and general financial analysis, including, but not limited to, internal growth initiatives along with supporting/financing potential M&A transactions.

The position will be responsible for ensuring timely, accurate and insightful financial analysis, reporting and modeling to promote the efficiency and success of the firms capital structure management. This position requires strong organizational, analytical, communication, technical and corporate finance skills, and the ability to manage multiple projects on parallel tracks. Strong quantitative and organizational skills along with a thorough understanding of corporate finance principles and advanced financial modeling concepts are required. Candidates must possess the ability to interact effectively with business partners and all levels of management. The ability to work within a team, take the initiative and show strong attention to detail is critical.

Roles & Responsibilities:

  • Executing analysis that supports the development of financial recommendations and/or resolution of key strategic issues, including;
    • Capital Structure
    • Capital Allocation
  • Develop & maintain analytics and processes to support and enhance the capital structure
  • Perform detailed business analysis, statistical analysis, explanatory and predictive modeling, data mining
  • Produce support that helps prepare the CEO and CFO for quarterly earnings calls
  • Provide Executive Management and the Board of Directors with transparent reporting and recommendations of capital structure and capital allocation
  • Producing compelling, visually effective presentation material using the MS Office product suite, particularly via the use of Excel and PowerPoint
  • Help support debt capital markets transactions as necessary and ensure compliance to debt covenants
  • Designing and executing research efforts and conducting analysis to support business initiatives
  • Produce valuation and other analysis to help determine optimal capital management strategies
  • Performing all debt administration and debt compliance related activities and reports
  • Monitoring, maintaining, and reporting the share purchase program
  • Working collaboratively while building effective business partnerships and relationships with senior leaders and their support team across the firm
  • Ad-hoc analysis, financial modeling, and additional responsibilities as required
  • Performing macro research as needed


  • Highly motivated and able to execute in a fast paced, dynamic environment
  • Ability to communicate effectively with senior/executive management
  • Strong knowledge in corporate finance and capital markets
  • Ability to create and own sophisticated financial models
  • Exceptional analytical and problem solving skills that enable efficient identification of issues, structuring and execution of analysis, and execution on recommendations/solutions
  • A strong ability to convey complex information in a consumable manner
  • Ability to work within a team, take initiative and show strong attention to detail is critical
  • MS Excel and PowerPoint expert
  • Positive attitude, commitment to excellence and integrity
  • 3-5 years corporate treasury, finance, investment banking, or corporate development experience preferred
  • Financial Services industry or risk management experience, MBA, CPA, CFA, CTP a plus
  • Experience with Leveraged Loans and HY Notes issuances preferred

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning lifes 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 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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

Posted YesterdayFull timeR-008595

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.