Explore investment management through portfolio analysis and client communications in Winnipeg with Value Partners Investments. This four-month student term runs January through April.

The Business Development student supports projects across Value Partners Investments, now part of Canada Life. You will analyze portfolios, research companies, support portfolio managers, and assist Investment Counselling. The work provides insight into investment decisions and client communication.

Key Responsibilities:

• Analyze client portfolios and investment statements
• Develop marketing content, presentations,
  
  
  
  and client materials
• Support portfolio managers with research and data gathering
• Maintain accurate Investment Counselling client records
• Research portfolio companies and investment considerations

Requirements:

• Current post-secondary studies in business, finance, economics, or related fields
• Robust analytical and critical-thinking skills
• Interest in investing, financial markets, and business strategy
• Excellent written and verbal communication
• Microsoft Office proficiency, especially Excel and PowerPoint

Build practical experience in portfolio research, investment analysis, and client communication as a Winnipeg Business Development student.