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About the Role
This 8-month internship (January-August 2027) in Toronto offers students and recent graduates hands-on experience in retail portfolio operations, supporting investment operations, financial services, process improvement, and technology within a collaborative 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.
- 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.
- Eagerness to learn and develop careers in investment management.
- Curiosity about emerging technologies and motivation to explore how AI, automation, and data-driven insights can improve operational processes and client experiences.
Skills
- Microsoft Excel
- Data analysis
- Data visualization
- Process mapping
- Automation tools
- AI tools (Microsoft Copilot, ChatGPT, Power Automate, or similar)
- Canadian Securities Course (asset)
Location
- Toronto
Work Type
- Internship
- 8-month term
- Hybrid
Experience Level
- Student
- Recent graduate
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
Benefits
- Social events
- Volunteering opportunities
- Commitment to corporate social responsibility
- Flexible work practices
- Work-life balance support
- Continuous learning budgets
- Paid study days
- Support for professional designations
- Competitive total compensation
- Retirement savings support
- Wellness credits
- Enhanced parental leave
- Comprehensive health benefits
About the Company
- At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you".
- We foster belonging through collaboration, inclusion and flexibility.
- We prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
- Your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.
- Explore cclgroup.com for more information.
Equal Opportunity
- 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 talentacquisition@cclgroup.com if you require accommodation.
- AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.