Investment Management Intern/Co-op, Winter 2027

Jobtailor; Toronto; On-site; CAD 21,000 - 30,000; Part time

Job summary

TD Asset Management in Toronto is seeking a motivated university co-op student to support one of its investment teams. You will build and maintain analytics for portfolio decision-making, perform data and financial analysis, and assist with macroeconomic research.

You will participate in team meetings, validate data integrity, and contribute to process improvement across strategy, marketing, and portfolio management. Strong Excel, Bloomberg, and SQL skills are valued.

Qualifications

• Current student/intern candidate for a university co-op or internship term
• Interest in markets, economics, and current events
• Strong data analysis, problem-solving and attention to detail
• Proficiency in MS Office, especially Excel, PowerPoint and Word
• Ability to use Bloomberg, FactSet, Thomson Reuters or Capital IQ

Responsibilities

• Build and maintain analytics for portfolio decision-making, data analysis, financial analysis, investment recommendations, and macroeconomic analysis
• Run and support mission-critical reporting used by portfolio managers
• Attend and participate in team meetings and investment discussions
• Validate data and ensure data integrity
• Support projects focused on ongoing process improvement
• Undertake projects across strategy, marketing, business and product development, portfolio management, finance, risk, governance, client service, operations, and trading
• Collaborate with investment professionals and cross-functional teams

Skills

Data Analysis

Financial Modelling

Microsoft Excel

Bloomberg

Python

SQL

VBA

Team Collaboration

Education

University co-op program

Tools

Bloomberg

FactSet

Thomson Reuters

Capital IQ

Microsoft Access

Job description

• Support one of TD Asset Management's teams, including Fundamental Equities Research, Fixed Income, Asset Liability Management, Asset Allocation, Alternatives, or Investment Risk Management
• Build and maintain analytics for portfolio decision-making, data analysis, financial analysis, investment recommendations, and macroeconomic analysis
• Run and support mission-critical reporting used by portfolio managers
• Attend and participate in team meetings and investment discussions
• Validate data and ensure data and information integrity
• Support projects focused on ongoing process improvement
• Undertake projects across strategy, marketing, business and product development, portfolio management, finance, risk, governance, client service, operations, and trading
• Collaborate with investment professionals and cross-functional teams

Requirements

• Current student/intern candidate for a university co-op or internship term (specific degree or year not stated)
• Passion for or demonstrated interest in markets, economics, and current events
• Organizational skills; ability to prioritize, multitask, and maintain attention to detail
• Foundation in business acumen and capital markets
• Problem-solving skills and analytical capabilities
• Good working knowledge of Microsoft Office, including Excel, PowerPoint, and Word
• Strong verbal and written presentation skills
• Accuracy and attention to detail
• Motivation and flexibility to take on different initiatives
• Ability to use specialty software such as Bloomberg, FactSet, Thomson Reuters, or Capital IQ
• Ability to work effectively in a team environment and collaborate across teams
• Applications must include an unofficial university transcript, cover letter of one letter-sized page or less, and resume of two letter-sized pages or less
• Bilingualism in French and English is an asset
• Microsoft Access, Python/SQL/coding skills, financial modelling, VBA, SQL, and co-op experience in investment research, real estate, public or private securities analysis, or risk management are assets

Core Competencies

Demonstrates strong analytical capabilities and problem-solving skills in financial analysis and investment recommendations, with a solid foundation in business acumen and capital markets. Proficient in using specialty software for data analysis and reporting, while effectively collaborating in team environments.

Highest-signal resume keywords

• Financial Modelling
• Data Analysis
• Microsoft Excel
• Bloomberg
• Bilingualism in French and English

Hard Skills

• Financial Modelling
• Data Analysis
• Analytical Capabilities
• Problem-Solving Skills
• Python
• SQL
• VBA
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word

Soft Skills

• Organizational Skills
• Attention to Detail
• Verbal Presentation Skills
• Written Presentation Skills
• Motivation

Industry Keywords

• Capital Markets
• Investment Research
• Portfolio Management
• Risk Management
• Asset Management

Tools & Technologies

• Bloomberg
• FactSet
• Thomson Reuters
• Capital IQ
• Microsoft Access