Launch your career in investment operations as a Retail Portfolio Operations Intern at CC&L; Financial Group in Toronto. Ideal for students and recent graduates eager to delve into financial services and technology-driven process improvement.

This hybrid internship provides a platform for you to work on maintaining client portfolio data, preparing reports, and assisting in operational improvement projects. You will collaborate with experienced specialists and gain valuable industry insights as you learn about investment processes and tools.

Key Responsibilities
Maintain client portfolio data with accuracy
Support operational systems for trade management
Help with quarterly fee processing tasks
Participate in documenting processes and workflows
Contribute to technology-driven operational initiatives

Requirements:
Pursuing or completed an undergraduate degree in relevant fields
Attention to detail while handling large datasets
Skills in Microsoft Excel and Office are essential
Interest in using AI and automation is advantageous
Willingness to learn and adapt quickly in a team setting

Join CC&L; Financial Group to enhance your expertise in investment operations and technology initiatives.

📌 Investment Operations Intern With Cc&l Financial Toronto
🏢 Connor, Clark u0026 Lunn One
📍 Toronto