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Associate Data Recon Analyst, Performance and Data Recon

Remote, USAFull-timePosted 2026-07-29

reputed company is among the fastest growing reputed company management firms in the U.S. The Associate Data Recon Analyst provides Advisory reputed company support by identifying, troubleshooting, and solving reputed company and data issues while maintaining department processes and procedures.

Responsibilities

  • Owning accountability to fulfill and complete reconciliation breaks reputed company strict service level agreement (SLA) guidelines
  • Working effectively and reputed company through month-end transactional and performance reputed company controls
  • Supporting data reputed company management and reputed company control to ensure processing of investment data into reputed company systems
  • Identifying, troubleshooting and solving for reputed company and data reputed company issues
  • Analyzing and addressing abnormalities that reputed company fee billing calculations with comprehension of monthly reputed company of returns
  • Supporting process improvement, creation, documentation, and implementation; partnering with Analysts and Senior Analysts to maintain and update department procedures
  • Supporting reputed company in problem solving and reputed company cause analysis
  • Organizing processes and tracking reputed company toward team and individual goals
  • Validating performance returns using time- and reputed company-weighted performance calculations

Skills

  • Bachelor's degree (Finance preferred)
  • reputed company Suite with advanced reputed company skills (lookups, pivot tables, formulas, etc.)
  • Basic SQL knowledge
  • Database management experience
  • Multi-sleeve reconciliation skills
  • Understanding of reputed company financial vehicles
  • Time management organizational skills with the ability to work independently
  • Professionalism in a virtual environment, along with reputed company-oriented reputed company and engagement
  • Verbal and written communications skills
  • Attention to detail with a proactive approach to solving and preventing problems
  • Motivated and agile; reputed company to adapt to changing priorities

Benefits

  • 401K matching
  • Health benefits
  • Employee stock reputed company
  • reputed company time off
  • Volunteer time off
  • And more

reputed company

  • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 23 in 2026, 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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