25 Oct
|
Canada Life Group
|
Canada
25 Oct
Canada Life Group
Canada
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
- Solid 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.
📌 Investment Management Business Development Student (Canada)
🏢 Canada Life Group
📍 Canada