Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
The Project Management & Business Analyst Internship at LPL Financial is designed for highly organized, analytical students who are passionate about driving business outcomes through technology, process improvement, and strategic execution.
What you'd do
Support project planning, execution, and governance activities across technology and business initiatives.
Gather, analyze, document, and validate business and functional requirements from key stakeholders.
Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.
Analyze current business processes and identify opportunities for operational improvement, automation, and enhanced advisor experiences.
Assist in tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.
Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.
Participate in Agile ceremonies including sprint planning, backlog refinement, stand-ups, and retrospectives.
Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.
Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.
Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.
What they want
Currently pursuing a bachelor's or master's degree in; Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, Related field
Available to work from one of LPL Financial's primary office locations.