Job Description & How to Apply Below
This internship will have you assist with UMA onboarding, trading operations, and contributing to continuous improvement projects. You'll learn to analyze new deposits and manage SMA and UMA accounts effectively. Additionally, engage in content management on Wealth link to ensure accurate distribution while reviewing ongoing projects for efficiency opportunities.
Key Responsibilities:
• Provide UMA onboarding and trading support
• Manage trading errors and update models in Croesus
• Validate new deposits and setup securities
• Update content on the Wealth link platform
• Support advisor requests and assist in UMA projects
Requirements:
• Currently pursuing a university degree in a relevant field
• Strong verbal and written communication skills
• Ability to manage multiple tasks simultaneously
• Intermediate knowledge of Excel, Bloomberg, and Copilot
• Proficient in English, both verbatim and written
Immerse yourself in real projects and enhance your skills at iA's Toronto location.
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Position Requirements
Less than 1 Year
work experience
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