Intern, Retail Portfolio Operations

We are looking for a Retail Portfolio Operations Intern to join our Toronto-based Investment Resource Group. This role offers an excellent opportunity for a student or recent graduate interested in investment operations, financial services, process improvement, and technology. The successful candidate will gain hands-on experience supporting retail portfolio operations while working alongside experienced professionals in a collaborative and entrepreneurial environment

What You Will Do

• 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, autom