Summer Intern 2027- Business Analyst and Project Management

Job Overview

The Project Management & Business Analysis 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. This role provides hands-on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL's digital transformation efforts.

Successful candidates bring a structured approach to problem-solving, stakeholder engagement, and project execution. They are skilled at breaking down complex business challenges, gathering and documenting requirements, and translating insights into actionable recommendations. Interns will collaborate across business and technology teams to support project delivery, process optimization, and strategic initiatives while gaining exposure to Agile methodologies, data-driven decision making, and emerging technologies, including AI-powered solutions.

Responsibilities

• 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.

• Explore opportunities to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 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.

Core Competencies

• Project planning and execution

• Business analysis and requirements gathering

• Cross-functional collaboration and communication

• Analytical thinking and problem-solving

• Process improvement mindset

• Organizational and operational discipline

• Stakeholder management

• Ownership and accountability

• Adaptability and learning agility

• Data-driven decision making

Preferences

• Familiarity with Agile, Scrum, or traditional project management methodologies.

• Knowledge of project management tools such as Jira, Azure DevOps, Smartsheet, Microsoft Project, or ServiceNow.

• Experience creating process maps, workflow diagrams, and business documentation.

• Proficiency in Microsoft Excel, PowerPoint, and other business productivity tools.

• Familiarity with data visualization and reporting tools such as Power BI or Tableau.

• Interest in AI, intelligent automation, digital transformation, and operational excellence initiatives.

• Understanding of software development lifecycles (SDLC) and technology delivery processes.

• Experience conducting data analysis, business research, or process improvement projects.

• Interest in financial services, wealth management, or fintech solutions.

Priority Application Date: September 21 at 11:59 PM PST

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Disclaimer for international students:

• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.

• You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.

• Positions offered are for full-time work at 40 hours per week.

• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.