Vancouver Retail Portfolio Operations Intern

Vancouver Retail Portfolio Operations Intern

25 Sep
|
Connor, Clark & Lunn Financial Group
|
Vancouver

25 Sep

Connor, Clark & Lunn Financial Group

Vancouver

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 professionals and become involved in process improvement initiatives.Key Responsibilities:Aid in client portfolio data maintenance and reconciliationSupport operational systems across trade managementProcess quarter-end fees and documentationRespond to inquiries from custodians under guidanceCreate ad hoc reports for management needsRequirements:Pursuing or recently completed an undergraduate degreeStrong attention to detail with data accuracyKnowledge of Microsoft Excel and Office SuiteInterest in AI tools for operational enhancementsExcellent communication and team collaboration abilitiesEnhance your career prospects by applying your analytical skills and technology passion in investment management operations.

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

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