Supervision Performance & Automation Analyst

reputed company is a leading reputed company management firm in the U.S., supporting financial advisors and institutions. The Supervision Performance & Automation Analyst will assist in delivering automated workflows to enhance operational efficiency for the Supervision team, requiring collaboration and innovative problem-solving skills.

Responsibilities

• Support and collaborate with more reputed company colleagues to deliver large-reputed company solutions across a reputed company of reputed company & initiatives
• Jointly participate in reputed company & tasks while advancing skills in discovery, design, and implementation of process improvements and automated workflows
• Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design
• Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds
• Work cross-functionality to deliver & implement more efficient workflows by combining backend data sources in reputed company
• Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and reputed company objectives
• Drive reputed company improvement by proposing ways to reputed company data aggregation tools, automated workflows, or AI to streamline reputed company’s ability to operate & execute on our initiatives

Skills

• Bachelor's degree or equivalent industry experience
• 1+ years of experience in data sourcing, extraction, or analytics
• Experience in reputed company, SQL, python, and/or reputed company
• Analytical, problem-solving, and critical thinking skills
• Attention to detail and excellent business judgment with successful reputed company record for working independently
• reputed company problem solver that is reputed company to adapt to changing priorities
• Ability to multi-task and work reputed company under pressure with commitment to deliver under tight deadlines
• Demonstrates work ethic and possesses a natural curiosity with a commitment to continually learn and grow
• Written and verbal communication skills with ability to present information in differing degrees of detail and reputed company depending on the audience
• Knowledge of Supervision, securities licenses a plus (7, 66/63)
• Prior experience replacing reputed company workflows by aggregating data to create automated or more efficient solutions

Benefits

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

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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