Summer PM & Business Analysis Intern

LPL Financial; Charlotte (NC); On-site; USD 34,000 - 41,000; Full time

Job summary

LPL Financial in Charlotte, NC is offering an internship in Project Management & Business Analysis designed for highly organized students. You will support enterprise initiatives, assist in requirements gathering, and contribute to process improvements across business and technology teams.

Gain exposure to Agile methodologies, data-driven decision making, and emerging technologies while helping enhance advisor experiences and operational efficiency.

Qualifications

• Pursuing a bachelor’s or master’s degree in Business Admin, MIS, Analytics, PM, Industrial Eng, or related field.
• Available to work from one of LPL Financial’s primary office locations.

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, 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, 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.

Skills

Project planning

Business analysis

Cross-functional collaboration

Analytical thinking

Process improvement

Organizational discipline

Stakeholder management

Ownership and accountability

Adaptability

Data-driven decision making

Education

Bachelor’s or Master’s degree in Business Administration, MIS, Business Analytics, Project Management, Industrial Engineering, Related field

Tools

Jira

Azure DevOps

Smartsheet

Microsoft Project

ServiceNow

Power BI

Tableau

Job description

LPL Financial in Charlotte, NC is offering an internship in Project Management & Business Analysis designed for highly organized students. You will support enterprise initiatives, assist in requirements gathering, and contribute to process improvements across business and technology teams.

Gain exposure to Agile methodologies, data-driven decision making, and emerging technologies while helping enhance advisor experiences and operational efficiency.