Retail Portfolio Operations Intern: Data & Automation

Connor, Clark & Lunn Financial Group; Toronto; Hybrid; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Disability accommodations

Job summary

Connor, Clark & Lunn Financial Group in Toronto 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 tech-enabled process improvements.

The role supports portfolio data reconciliation, reports, and operational activities, with emphasis on learning and collaboration in a fast-paced financial services environment.

Qualifications

• Pursuing or recently completed undergrad in Business, Finance, Economics, Accounting, Data Analytics, CS or related field.
• Completion of Canadian Securities Course is asset.
• Strong attention to detail and ability to work with large data sets accurately.
• Demonstrated problem-solving skills and interest in business processes.
• Ability to learn quickly and work in a fast-paced environment.
• Proficiency with Microsoft Excel.

Responsibilities

• Maintain and reconcile client portfolio data.
• Support operational systems and data across portfolio administration, trade management, and reporting.
• Assist with quarter-end fee processing and related activities.
• Respond to routine inquiries from custodians and internal partners under guidance from team.
• Prepare recurring and ad hoc operational reports.
• Assist with account transfer processing and documentation.
• Participate in operational improvement initiatives and special projects.
• Contribute ideas for improving efficiency through technology, automation, and AI-enabled tools.

Skills

Data analysis

Problem solving

Communication skills

Adaptability

Education

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

Tools

Excel

Job description

Connor, Clark & Lunn Financial Group in Toronto 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 tech-enabled process improvements.

The role supports portfolio data reconciliation, reports, and operational activities, with emphasis on learning and collaboration in a fast-paced financial services environment.