Hybrid Service Analytics & Strategy Intern

LPL Financial; Town of Charlotte (NY); Hybrid; USD 28,000 - 40,000; Full time

Job summary

LPL Financial is offering a ten-week summer Service Transformation & Data Analytics internship (FAR Program) in New York. The role supports planning, performance analysis, and cross-functional collaboration to drive operational excellence for the Service organization.

Ideal candidates are enrolled undergrad students, proficient in Microsoft Office, with strong analytical and communication skills, and ready to work in a hybrid environment near the Fort Mill/NY area.

Qualifications

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2028.
• Interest in financial services, business strategy, organizational effectiveness, or operational management.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
• Strong analytical and problem-solving skills with the ability to synthesize information and communicate insights effectively.
• Offer is contingent upon successful background screening and agreement to be local to one of LPL’s office locations during the internship.

Responsibilities

• Analyze business performance data and operational metrics to identify trends, opportunities, and actionable insights.
• Support strategic planning activities, including research, analysis, and development of materials for leadership discussions.
• Assist in the creation of executive presentations, reports, and communications for senior leadership audiences.
• Partner with cross-functional teams to gather information, track progress on initiatives, and support business management processes.
• Conduct research on industry trends, client service strategies, and market developments to inform business recommendations.
• Support organizational planning activities including headcount, budget, and operational reporting processes.
• Participate in special projects and departmental initiatives that improve organizational effectiveness and execution.
• Help streamline processes and identify opportunities for continuous improvement across the Service organization.

Skills

Microsoft Office Suite

Analytical thinking

Education

Undergraduate degree program with expected graduation Dec 2027 or May 2028

Tools

Excel

PowerPoint

Word

Job description

LPL Financial is offering a ten-week summer Service Transformation & Data Analytics internship (FAR Program) in New York. The role supports planning, performance analysis, and cross-functional collaboration to drive operational excellence for the Service organization.

Ideal candidates are enrolled undergrad students, proficient in Microsoft Office, with strong analytical and communication skills, and ready to work in a hybrid environment near the Fort Mill/NY area.