Intern, Institutional Portfolio Operations (Hybrid)

Connor, Clark & Lunn Financial Group; Vancouver; Hybrid; CAD 45,000 - 55,000; Part time

Job summary

Connor, Clark & Lunn Financial Group seeks an Intern for the Institutional Portfolio Operations team for an 8-month term (Jan – Aug 2027) in Vancouver, Canada. You will help provide accurate portfolio data and support trading, billing, and reporting processes for institutional clients.

You will gain exposure to the asset management world, advance skills, and work on automation and efficiency projects with a collaborative team. The role requires analytics, finance focus, and strong communication.

Qualifications

• Investment knowledge and genuine interest in the investment industry.
• Clear verbal and written communication with others to resolve issues.
• Strong problem-solving and rational thinking skills.
• Collaborative team player who contributes to shared goals.
• Proactive, ambitious, and eager to improve processes with creative solutions.
• Experience with financial software, Excel VBA, Power BI, Smartsheet and SQL is an asset.
• Proficient with Word, Excel, Outlook, Adobe and advanced Excel skills.

Responsibilities

• Process client subscription and redemption instructions daily for trading teams.
• Compute management fee calculations for institutional entities monthly and quarterly.
• Administer AUM reporting; prepare monthly and quarterly reports for multiple teams.
• Participate in projects focusing on automation, efficiency, and scalability of IPO services.
• Communicate critical portfolio information and manage sensitive information flow.

Skills

Investment knowledge

Communication

Problem solving

Team player

Positive attitude

Excel VBA

Power BI

Smartsheet

SQL

Microsoft Office

Education

Undergraduate business/finance

Tools

Excel

Power BI

Smartsheet

SQL

VBA

Job description

Connor, Clark & Lunn Financial Group seeks an Intern for the Institutional Portfolio Operations team for an 8-month term (Jan – Aug 2027) in Vancouver, Canada. You will help provide accurate portfolio data and support trading, billing, and reporting processes for institutional clients.

You will gain exposure to the asset management world, advance skills, and work on automation and efficiency projects with a collaborative team. The role requires analytics, finance focus, and strong communication.