Intern, Retail Portfolio Operations

The role

The intern will support retail portfolio operations and assist with maintaining client portfolio data. They will work on operational systems, fee processing, and reporting within the Investment Resource Group.

What you will do

• Assist with maintaining and reconciling client portfolio data.
• Support the maintenance of operational systems and data used across portfolio administration, trade management, and reporting platforms.
• Assist with quarter-end fee processing and related operational activities.
• Respond to routine inquiries from custodians and internal business partners under guidance from team members.
• Prepare recurring and ad hoc reports for operational and management purposes.
• Support account transfer processing and documentation activities.
• Participate in operational improvement initiatives and special projects.
• Assist with process documentation and workflow reviews.
• Contribute ideas for improving efficiency through technology, automation, and AI-enabled tools.

Required qualifications

• Currently pursuing or recently completed an undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, Computer Science, or a related field.
• Strong attention to detail and ability to work with large data sets while maintaining accuracy.
• Demonstrated problem-solving skills and an interest in understanding business processes.
• Ability to learn quickly, prioritize competing tasks, and work in a fast-paced environment.
• Proficiency with Microsoft Office applications, particularly Excel.
• Interest in leveraging technology to improve operational processes.
• Demonstrated willingness to learn new concepts, systems, and processes.
• Interest in continuous improvement and operational excellence
• Strong interpersonal and communication skills.
• Ability to work effectively both independently and as part of a team

Nice to have

• Completion of the Canadian Securities Course
• Familiarity with AI tools (such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies)
• Experience with data analysis, visualization, process mapping, or automation tools
• Previous internship, co-op, volunteer, academic project, or work experience in financial services, operations, technology, or data analysis

Benefits

• Social events
• Volunteering
• Flexible work practices
• Continuous learning budgets
• Paid study days
• Support for professional designations
• Competitive total compensation
• Retirement savings support
• Wellness credits
• Enhanced parental leave
• Comprehensive health benefits

Before you apply

• Please submit your resume, cover letter and transcript.
• AI may be used to support certain stages of our screening & recruitment process.

About the company

Connor, Clark & Lunn Financial Group is invested in their greatest asset, you.