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 qualified 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
• Strong communication skills and readiness to learn
Develop your expertise in investment operations and technology at CC&L; Financial Group in Vancouver.
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📌 Vancouver Retail Portfolio Operations Internship
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Vancouver