Retail Portfolio Operations Intern - Data & Automation Focus

Connor, Clark & Lunn Financial Group (CC&L); Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) in Toronto is seeking a Retail Portfolio Operations Intern for an 8-month term (Jan–Aug 2027). This role offers hands-on experience in investment operations, data handling, and technology within a collaborative environment.

You will support portfolio data reconciliation, operational systems, and reporting, while learning from seasoned professionals and contributing ideas for efficiency through automation and AI tools.

Qualifications

• Currently pursuing or recently completed an undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, Computer Science, or a related field.

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

Excel proficiency

Communication skills

Learning ability

Teamwork

Adaptability

Education

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

Canadian Securities Course (asset)

Tools

Microsoft Excel

Microsoft Copilot

ChatGPT

Power Automate

Job description

Connor, Clark & Lunn Financial Group (CC&L) in Toronto is seeking a Retail Portfolio Operations Intern for an 8-month term (Jan–Aug 2027). This role offers hands-on experience in investment operations, data handling, and technology within a collaborative environment.

You will support portfolio data reconciliation, operational systems, and reporting, while learning from seasoned professionals and contributing ideas for efficiency through automation and AI tools.