Retail Portfolio Operations Intern

Build investment operations experience in Toronto with portfolio reconciliation, Excel, and process improvement during an eight-month internship. Support retail portfolios alongside experienced professionals.

Connor, Clark & Lund Financial Group seeks a Retail Portfolio Operations Intern for January through August 2027. This opportunity suits students or recent graduates studying business, finance, economics, accounting, data analytics, computer science, or related fields. You will support portfolio administration, trade management, reporting platforms, and operational processes.

Key Responsibilities:

• Maintain and reconcile client portfolio data
• Support operational systems and data maintenance
• Assist with quarter-end fee processing activities
• Prepare recurring and ad hoc operational reports
• Process account transfers and documentation

Requirements:

• Pursuing or recently completed an undergraduate degree
• Strong attention to detail with large data sets
• Proficiency with Microsoft Office, particularly Excel
• Demonstrated problem-solving and communication skills
• Interest in technology and operational process improvement

Develop practical retail portfolio operations experience through data reconciliation, reporting, systems support, and process improvement in Toronto.