Intern, Institutional Portfolio Operations
CC&L Financial Group is seeking an Intern to join the Institutional Portfolio Operations Team for an 8-Month term (Jan – August 2027).
When you join the Institutional Portfolio Operations (IPO) team as an Intern, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.
The Institutional Portfolio Operations Intern is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. You will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development.
What You Will Do
The Institutional Portfolio Operations Intern will serve as the key provider of accurate investment portfolio data to the entire CC&L family and their clients. In this role, you will:
- Institutional Cash Notice: Process client subscription and redemption instructions daily in preparation for the trading teams.
- Institutional Billing: Process management fee calculations for institutional entities including clients, funds and affiliates on a monthly and quarterly basis.
- Assets Under Mana
