Intern, Retail Portfolio Operations (Toronto)

Intern, Retail Portfolio Operations (Toronto)

25 Sep
|
Connor, Clark & Lunn Financial Group (CC&L)
|
Toronto

25 Sep

Connor, Clark & Lunn Financial Group (CC&L)

Toronto

We are looking for a Retail Portfolio Operations Intern to join our Toronto-based Investment Resource Group for an 8-month term (January-August 2027). This role offers an excellent prospect for a student or recent graduate interested in investment operations, financial services, process improvement, and technology. The successful candidate will gain hands-on experience supporting retail portfolio operations while working alongside experienced professionals in a collaborative and entrepreneurial environment What You Will Do Assist with maintaining and reconciling client portfolio data. Support the maintenance of operational systems and data used across portfolio administration, trade management, and reporting platforms. Assist with quarter-end fee processing and related operational activities. Respond to routine inquiries from custodians and internal business partners under guidance from team members. Prepare recurring and ad hoc reports for operational and management purposes. Support

📌 Intern, Retail Portfolio Operations (Toronto)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Toronto

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