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 setting while building valuable professional skills.Key Responsibilities:Maintain and reconcile client portfolio data efficientlySupport operational systems across portfolio managementPrepare regular and special reports for the management teamAssist in account transfer documentation and workflowsContribute ideas for automation and operational improvementsRequirements:Ongoing or completed undergraduate degree in relevant areasStrong analytical skills and attention to detailFamiliarity with Microsoft Excel and operational technologyInterest in leveraging AI for improvementsStrong communication skills and readiness to learnDevelop your expertise in investment operations and technology at CC&L Financial Group in Vancouver.

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