Excel automation and AI tools headline this Investment Analytics and Automation Intern opportunity 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 robust 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.

📌 Investment Analytics and Automation Intern (Canada)
🏢 Picton Mahoney
📍 Canada