Excel automation and AI tools headline this Investment Analytics and Automation Intern prospect with PICTON Investments. Apply analytical skills to investment operations.
The internship supports Investment Counsellors through reporting, analysis, portfolio administration, and workflow improvements. You will prepare ad-hoc analyses and client materials, maintain auditable records, and reconcile information across trading and custodial systems. The role also offers exposure to Excel-based automation initiatives that streamline operational processes. Candidates should be curious, adaptable, proactive, and comfortable working independently or alongside an experienced team. Advanced Excel, including complex formulas and Power Query, is required; macros or VBA is a strong plus.
Key Responsibilities: Develop Excel-based workflow improvements and automation initiatives
Prepare ad-hoc analyses supporting Investment Counsellors
Assist with portfolio reports and client meeting materials
Maintain accurate, auditable compliance and regulatory records
Support daily reconciliation across trading and custodial systems
Requirements: Advanced Excel with pivot tables, Power Query, and complex formulas
Macros or VBA experience is a strong plus
Working knowledge of AI tools, prompt engineering, or automation
Coursework exposure to financial reporting or portfolio concepts
Initiative, adaptability, and strong attention to detail
Apply Excel, AI tools, analysis, and portfolio concepts while improving operational workflows for PICTON Investments’ investment counselling team.