Associate Analyst, Cash Management
LPL Financial is seeking an Associate Analyst for their Global Capability Center in Hyderabad to handle complex cash management and estate-related operations. The role involves end-to-end case management, transaction processing, and ensuring regulatory compliance for financial advisors and clients. Candidates must have 6-8 years of experience in brokerage or financial services and proficiency in office productivity tools. This is a high-attention-to-detail role requiring strong analytical and communication skills in a deadline-driven environment.
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Experience
6-8 years
Function
Operations
Work mode
Onsite, India
Company
Tier 2
What you will work on
LPL Financial is seeking an Associate Analyst for their Global Capability Center in Hyderabad to handle complex cash management and estate-related operations. The role involves end-to-end case management, transaction processing, and ensuring regulatory compliance for financial advisors and clients. Candidates must have 6-8 years of experience in brokerage or financial services and proficiency in office productivity tools. This is a high-attention-to-detail role requiring strong analytical and communication skills in a deadline-driven environment.
TAL's take
Strong, stable tier-2 financial firm offering a clear, well-scoped operations role with significant tenure expectations.
The JD provides a crisp, well-defined operational scope with clear responsibilities, requirements, and domain context.
Must haves
- 6-8 years experience in brokerage, financial services, or operations
- Bachelor’s degree in business, Finance, Accounting, or equivalent
- Strong verbal and written communication skills
- High attention to detail
- Ability to multitask and work independently
Tools and skills
Nice to have: case management systems, financial systems.
About the company
LPL Financial is an established major US-based financial services firm; the GCC is a significant operational hub.