Vancouver Retail Portfolio Operations Intern

Join CC&L Financial Group as a Retail Portfolio Operations Intern for an immersive 8-month experience in Vancouver, focusing on financial services and operational excellence.

This internship is perfect for students or recent graduates interested in investment operations. From January to August 2027, you will assist in maintaining client portfolio data while gaining insights into the financial services sector. Work closely with professionals and become involved in process improvement initiatives.

Key Responsibilities:

• Aid in client portfolio data maintenance and reconciliation

• Support operational systems across trade management

• Process quarter-end fees and documentation

• Respond to inquiries from custodians under guidance

• Create ad hoc reports for management needs

Requirements:

• Pursuing or recently completed an undergraduate degree

• Strong attention to detail with data accuracy

• Knowledge of Microsoft Excel and Office Suite

• Interest in AI tools for operational enhancements

• Excellent communication and team collaboration abilities

Enhance your career prospects by applying your analytical skills and technology passion in investment management operations.