Kickstart your career at CC&L; Financial Group as a Retail Portfolio Operations Intern in Vancouver starting in January 2027 for 8 months. Dive into investment operations and process improvement in a supportive learning atmosphere.

This internship offers hands-on experience in maintaining client portfolios and managing operational systems. Ideal candidates will be business or finance students keen on utilizing technology, including AI tools, to enhance operational processes. Collaborate in a vibrant environment while building valuable professional skills.

Key Responsibilities:



• Maintain and reconcile client portfolio data efficiently • Support operational systems across portfolio management • Prepare regular and special reports for the management team • Assist in account transfer documentation and workflows • Contribute ideas for automation and operational improvements

Requirements: • Ongoing or completed undergraduate degree in relevant areas • Strong analytical skills and attention to detail • Familiarity with Microsoft Excel and operational technology • Interest in leveraging AI for improvements • Solid communication skills and readiness to learn

Develop your expertise in investment operations and technology at CC&L; Financial Group in Vancouver. #J-18808-Ljbffr

📌 Vancouver Retail Portfolio Operations Internship (Winnipeg)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Winnipeg