Marketing and Research Analyst Internship at LPL Financial
LPL Financial is an independent broker dealer which employs more than 14,00 financial advisors who help clients with various financial services which include equities, bonds, mutual funds, and annuities.
During the Fall 2016 semester, I interned for one the independent financial advisors as a marketing and research analyst. One of my primary responsibilities was to gather and organize data for ETFs and mutual funds to assist the financial advisor in making portfolio recommendations. I was able to improve my data organization skills by using pivot tables in Microsoft Excel to sort, compare, and view trends in the mutual fund data.
Another responsibility of mine was to manage the social media and digital marketing platforms for the financial advisor’s web site. As an MIS major, this gave me an informative introduction into the areas of digital marketing.