Intern, Retail Portfolio Operations

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

Job summary

Socket.dev in Vancouver is seeking a Retail Portfolio Operations Intern for an 8-month term (Jan-Aug 2027) to gain hands-on experience in investment operations, data management, and technology-driven process improvements. You will work alongside seasoned professionals in a collaborative environment, supporting portfolio data reconciliation, reporting, and operational activities.

The role emphasizes learning in financial services, data analytics, and exploring AI-enabled tools to drive

Qualifications

• Pursuing or recently completed 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 with large data sets while maintaining accuracy.
• Demonstrated problem-solving skills and interest in business processes.
• Proficiency with Microsoft Excel and ability to learn new tools quickly.
• Interest in AI, automation, and data-driven process improvements.
• Willingness to learn, adapt, and work in a fast-paced environment.
• Excellent interpersonal and communication skills; able to work independently and in a team.

Responsibilities

• Assist with maintaining and reconciling client portfolio data.
• Support the maintenance of operational systems and data 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 partners under guidance.
• Prepare recurring and ad hoc reports for operations and management.
• Support account transfer processing and related documentation.
• Participate in operational improvement initiatives and special projects.
• Contribute ideas for efficiency through technology, automation, and AI-enabled tools.

Skills

Excel proficiency

Data analysis

AI tools familiarity

Communication

Teamwork

Problem solving

Learning agility

Education

Undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, CS or related field

Job description

We are looking for a Retail Portfolio Operations Intern to join our Vancouver-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. 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.

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