Intern, Institutional Portfolio Operations
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What you'll do
- Institutional Cash Notice: Process client subscription and redemption instructions daily in preparation for the trading teams.
- Institutional Billing: Process management fee calculations for institutional entities including clients, funds and affiliates on a monthly and quarterly basis.
- Assets Under Management (AUM) Reporting: Administer the AUM reporting process, preparing monthly and quarterly reports for Investment Teams, Sales Team, RFP Team and Upper Management.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
What they're looking for
- Investment Knowledge: The role is geared towards students in their third/fourth year of an undergraduate degree with a focus on business administration, commerce, finance or a related field. You must have a genuine interest for the investment industry.
- Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind: You have the ability to think rationally, and problem solve effectively.
- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude: You are a sharp, self-motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter.”
- Computer Skills: Proficiency with Microsoft Word, Excel, Outlook, Adobe and advanced expertise with Excel.
Nice to have
- Technical Skills: Experience using various financial software applications, Excel VBA, Power BI, Smartsheet and/or SQL is considered an asset.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
CC&L Financial Group is seeking an Intern to join the Institutional Portfolio Operations Team for an 8-Month term (Jan – August 2027).
When you join the Institutional Portfolio Operations (IPO) team as an Intern, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.
The Institutional Portfolio Operations Intern is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. You will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development.
What You Will Do
The Institutional Portfolio Operations Intern will serve as the key provider of accurate investment portfolio data to the entire CC&L family and their clients. In this role, you will:
- Institutional Cash Notice: Process client subscription and redemption instructions daily in preparation for the trading teams.
- Institutional Billing: Process management fee calculations for institutional entities including clients, funds and affiliates on a monthly and quarterly basis.
- Assets Under Management (AUM) Reporting: Administer the AUM reporting process, preparing monthly and quarterly reports for Investment Teams, Sales Team, RFP Team and Upper Management.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
What You Bring
- Investment Knowledge: The role is geared towards students in their third/fourth year of an undergraduate degree with a focus on business administration, commerce, finance or a related field. You must have a genuine interest for the investment industry.
- Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind: You have the ability to think rationally, and problem solve effectively.
- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude: You are a sharp, self-motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter.”
- Technical Skills: Experience using various financial software applications, Excel VBA, Power BI, Smartsheet and/or SQL is considered an asset.
- Computer Skills: Proficiency with Microsoft Word, Excel, Outlook, Adobe and advanced expertise with Excel.
The base salary range is $45,000 – $55,000 CDN annually. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process.
To apply for this position, please submit your resume and cover letter.
#LI-ND1 #LI-Hybrid
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. 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.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.
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