Intern Analyst, Portfolio Construction

University Pension Plan Ontario; Toronto; Hybrid; CAD 28,000 - 40,000; Part time

Job summary

University Pension Plan Ontario is seeking an Intern Analyst, Portfolio Construction for Summer 2027, a 4-month placement (May–August 2027). Based in downtown Toronto with a hybrid work policy (minimum two days in-office per week), you will contribute to the design of long-term asset allocation and capital market assumptions.

You will develop analytical tools and dashboards, support investment research, and collaborate with the Investment team under the Senior Director, Portfolio Construction

Qualifications

• Pursuing an undergraduate or graduate degree in Mathematics, Engineering, Computer Science or related field.
• Proficient in programming (VBA, Python, Matlab).
• Possesses basic knowledge of and a keen interest in finance, economics and capital markets.

Responsibilities

• Support research and analysis related to UPP's long-term investment strategy, capital market assumptions and overall portfolio design.
• Develop and enhance analytical tools and dashboards to support portfolio construction and asset liability analysis.
• Support preparation of analysis and materials for internal stakeholders and senior decision-makers.

Skills

Finance interest

Economics awareness

Education

Undergraduate or graduate degree in Mathematics, Engineering, Computer Science or related field

Tools

VBA

Python

Matlab

Job description

THE ROLE

We are actively looking for an Intern Analyst, Portfolio Construction, to join our team in Summer 2027, for a 4-month internship (May 2027 - August 2027). This role will be part of a growing and dynamic Investment team, reporting into the Senior Director, Portfolio Construction Lead. The intern will develop analytical tools to support UPP's long-term asset allocation framework, asset liability modeling, and investment research.

This is a fantastic opportunity for an eager and curious candidate to gain valuable work experience in a fast-growing, dynamic environment while being a part of a new organization.

This role is based in downtown Toronto under a hybrid work policy, allowing employees the flexibility to work remotely and in-office (minimum of two days per week in-office).

This posting is for a existing vacancy.

SPECIFIC ACCOUNTABILITIES

• Support research and analysis related to UPP's long-term investment strategy, capital market assumptions and overall portfolio design.
• Develop and enhance analytical tools and dashboards to support portfolio construction and asset liability analysis.
• Support preparation of analysis and materials for internal stakeholders and senior decision-makers.

QUALIFICATIONS & EXPERIENCE

• Currently pursuing an undergraduate or graduate degree in Mathematics, Engineering, Computer Science, or a related field.
• Proficient in programming (e.g., VBA, Python, Matlab).
• Possesses basic knowledge of and a keen interest in finance, economics and capital markets.

ATTRIBUTES

• Intellectually curious; identifies creative solutions and balances practicality
• Excellent interpersonal skills and a positive attitude
• Demonstrated ability to meet high performance standards and maintain a calm, pleasant demeanor in a fast-paced, deadline-driven environment
• Alignment with UPP's desire to be a leader in Responsible Investing, ESG, and climate change.