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Business Analyst, Institution Services Intern

Job ID: R-008721 Date posted: 02/05/2020 Primary Location SC-Fort Mill

Summer Intern, Business Analyst

Institution Services

Business Analyst, Institution Services Intern, will be integrated into the Institution Services team and be key members that will assist in data reconciliation, reporting, process development, and maintenance of our CRM database. In addition, interns will assist in other ad-hoc assignments throughout the internship period. 

What You'll Do

Our competitive 10- week paid graduate internship is an unparalleled opportunity to develop as a leader while sharpening your skills. The aim of our internship program is to provide students a valuable workplace experience to enhance their educational and professional goals. The projects that you drive during the summer will be tailored to your interests and will strategically affect change at our company. You will also have the chance to develop a deeper understanding of our culture and core values though career workshops, senior executive interactions, and community involvement opportunities.

We're looking for goal-oriented people who thrive in a fast-paced team environment and are eager to apply their problem solving skills to real business challenges. We empower employees to transform their skills, interests and connections into meaningful, collaborative solutions that work for the good of all of our stakeholders – our colleagues, customers and communities.

Position Overview

Responsibilities

  • Partner with the Registrations to reconcile terminated institutions within CRM database (Salesforce)
  • Partner with Finance to reconcile terminated institutions within current reporting
  • Partner with the Business Management and Business Support teams to assist with ad-hoc projects that impact the broader Institution Services Business Consulting team

Qualifications & Skill Requirements

  • College student who will have completed their sophomore or junior year in 2020
  • Pursuit of bachelor’s degree, preferably in finance, business, marketing or data science
  • Demonstrate proficiency with Microsoft Office Products, particularly Excel and PowerPoint
  • 3.0 Minimum Overall GPA Required
  • Must have excellent communication skills, and strong service ethic
  • A helpful, respectful and personable approach to client and coworker interactions

Location

Fort Mill, SC

Schedule

Internship Standard Length

Monday through Friday 8-4:30

Average Hours Per Week

40

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lpl.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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  • Intern, Fort Mill, South Carolina, United StatesRemove