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About the Role

This role offers an excellent opportunity for a student or recent graduate interested in investment operations, financial services, process improvement, and technology. The successful candidate will gain hands-on experience supporting retail portfolio operations while working alongside experienced professionals in a collaborative and entrepreneurial environment.

Responsibilities

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.

Requirements

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.
Curious about emerging technologies and motivated to explore how artificial intelligence, automation, and data-driven insights can improve operational processes and client experiences.

Skills

Microsoft Office
Excel
Canadian Securities Course
AI tools (Microsoft Copilot, ChatGPT, Power Automate, or similar)
Data analysis
Data visualization
Process mapping
Automation tools

Location

Toronto

Work Type

Hybrid

Experience Level

Intern

Education Level

Undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, Computer Science, or a related field

Salary/Compensations

$50,000 - $60,000 CDN annualized

About the Company

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
We are committed to providing an inclusive, accessible recruitment and selection process.
We welcome and encourage applications from people with disabilities.
Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
Please contact talentacqusition@cclgroup.com if you require accommodation.