Join CC&L; Financial Group as a Retail Portfolio Operations Intern for an immersive 8-month experience in Vancouver, focusing on financial services and operational excellence. This internship is perfect for students or recent graduates interested in investment operations. From January to August 2027, you will assist in maintaining client portfolio data while gaining insights into the financial services sector.

Work closely with specialists and become involved in process improvement initiatives. Key Responsibilities:
Aid in client portfolio data maintenance and reconciliation
Support operational systems across trade management
Process quarter-end fees and documentation
Respond to inquiries from custodians under guidance
Create ad hoc reports for management needs Requirements:
Pursuing or recently completed an undergraduate degree
Robust attention to detail with data accuracy
Knowledge of Microsoft Excel and Office Suite
Interest in AI tools for operational enhancements
Excellent communication and team collaboration abilities Enhance your career prospects by applying your analytical skills and technology passion in investment management operations.

📌 Vancouver Retail Portfolio Operations Intern
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Vancouver