Intern, Retail Portfolio Operations

Socket.dev; Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

Socket.dev in Toronto is seeking a Retail Portfolio Operations Intern for an 8-month term (Jan-Aug 2027). You will support portfolio data, reporting, and operational processes in a hands-on, entrepreneurial environment.

The role is ideal for students or recent graduates pursuing business, finance, or data analytics who are curious about AI-enabled tooling and technology-driven process improvements. Strong Excel skills and attention to detail are valued.

Qualifications

• Pursuing or completed undergrad in Business, Finance, Economics, Accounting, Data Analytics, CS, or related field.
• Canadian Securities Course is an asset.
• Strong attention to detail with large data sets.
• Demonstrated problem-solving ability and interest in business processes.

Responsibilities

• Assist with maintaining and reconciling client portfolio data.
• Support maintenance of operational systems and data across portfolio administration, trade management, and reporting platforms.
• Assist with quarter-end fee processing and related operational activities.

Skills

Interpersonal and communication skills

Attention to detail

Problem solving

Quick learner

Education

Undergraduate degree in Business/Finance/Economics/Accounting/Data Analytics/CS

Canadian Securities Course (asset)

Tools

Excel

Job description

We are looking for a Retail Portfolio Operations Intern to join our Toronto-based Investment Resource Group for an 8-month term (January-August 2027). 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

What You Will Do

• 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.

What You Bring

• Currently pursuing or recently completed an undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, Computer Science, or a related field.
• Completion of the Canadian Securities Course is considered an asset.
• 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.
• Familiarity with AI tools (such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies) is considered an asset.
• Experience with data analysis, visualization, process mapping, or automation tools is considered an asset.
• 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.
• Previous internship, co-op, volunteer, academic project, or work experience in financial services, operations, technology, or data analysis is considered an asset but is not required. We welcome candidates who are eager to learn and develop their careers in investment management.
• We are looking for individuals who are curious about emerging technologies and motivated to explore how artificial intelligence, automation, and data-driven insights can improve operational processes and client experiences.

The salary range for this position is $50,000 - $60,000 CDN annualized. 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.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 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 [e-mail] if you require accommodation.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.

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.