Retail Portfolio Operations Intern: Analytics & Automation

Connor, Clark & Lunn One; Vancouver; Hybrid; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CC&L Financial Group in Vancouver is seeking a Retail Portfolio Operations Intern to support investment operations and technology-driven process improvement. This role suits a student or recent graduate eager to learn in a collaborative, entrepreneurial environment.

You will assist with data reconciliation, client portfolio data, reports, and workflow documentation, and explore AI-enabled tools to boost efficiency. Hybrid work, $50k-$60k CDN, and an equal opportunity employer.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Attention to detail

Data analysis

Problem solving

Time management

Team collaboration

Fast learner

Excel proficiency

AI awareness

Education

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

Tools

Excel

Power BI

Power Automate

Microsoft Copilot

ChatGPT

Job description

CC&L Financial Group in Vancouver is seeking a Retail Portfolio Operations Intern to support investment operations and technology-driven process improvement. This role suits a student or recent graduate eager to learn in a collaborative, entrepreneurial environment.

You will assist with data reconciliation, client portfolio data, reports, and workflow documentation, and explore AI-enabled tools to boost efficiency. Hybrid work, $50k-$60k CDN, and an equal opportunity employer.