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Client Reporting Co-op/Internship (Fall 2024 and/or Winter 2025)

Logo of BCI


14d ago

🚀 Off-cycle Internship


7d left

AI generated summary

  • You must have a strong interest in investments, exceptional organizational skills, ability to work with data, problem-solving skills, initiative, attention to detail, and proficiency in Excel, PowerPoint, and Word. Knowledge of Bloomberg and Adobe Suite is a plus.
  • You will support the production of quarterly reports, develop templates, create data visualizations, review commentary, understand client needs, summarize reporting 'story', prepare presentations, collaborate with teams, and support short-term projects.

Off-cycle Internship

Banking & FinanceVictoria


  • The Client Reporting co-op/intern will work with the team to produce quarterly investment reports for each of our clients. The team strives to live our Clients' First value by constantly improving and evolving reporting, taking our capabilities to the next level. In addition to working on report production, the co-op/intern will be a part of the team's business, contributing to the Corporate & Investor Relations department. 
  • The Corporate & Investor Relations (CIR) department is the corporate face and voice to BCI's internal and external audiences. CIR functions as the primary interface with our clients and strives to represent their specific interests and unique needs internally. CIR works closely with governing fiduciaries and trustees and, working with our BCI colleagues, assists clients with developing their investment strategies, policies, and objectives. Within CIR, Client Partnerships acts as the bridge between BCI and our clients — advocating for and representing their interests. They lead the business relationship with clients and live BCI's value of Clients First by fostering a client-centric culture.
  • The Client Reporting Team within Client Partnerships was established in November 2020 to take an enterprise view on client reporting. The team is focused on aligning BCI's reporting directly to clients' needs, strengthening BCI's value proposition, and supporting organizational efficiencies in the reporting process. Some of the department's key activities include: overall coordination of BCI's client reporting; production of automated reporting elements; content coordination and reviews; and reporting data management and ensuring our new client reporting systems are running.


  • Has a keen interest in investments and a drive to continually learn about financial markets
  • Has demonstrated business writing skills, strong organizational and communication skills
  • Demonstrates an ability to gather and process large amounts of data and information, and present it in a concise manner
  • Likes to solve problems using creative and innovative solutions
  • Demonstrates an extremely strong work ethic and displays initiative to strive to deliver value
  • Preference will be given to students who have shown initiative and a passion for the investment industry
  • Impeccable attention to detail
  • Interest in finance, economics and investment management
  • Ability to communicate clearly and concisely, both orally and in writing
  • Ability to problem solve and think analytically
  • Ability to meet deadlines while maintaining accuracy and quality
  • Strong interpersonal, time management, and project management skills
  • Ability to work with senior investment professionals in a dynamic, performance-driven environment
  • Is dedicated to hard work, committed to the highest ethical standards, and eager to learn
  • Ability to use Excel, PowerPoint, Word and Outlook
  • Familiarity with Bloomberg would be an asset
  • Familiarity with Adobe Illustrator, Photoshop, and InDesign would be an asset

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance


  • Support the production of more than 30 quarterly reports using a financial reporting system
  • Help with the development of report templates
  • Create data visualizations in Excel and Adobe Illustrator
  • Review commentary for accuracy and completeness
  • Develop a strong understanding of clients individual reporting needs
  • Review reports from a client lens, looking for areas that could be improved or made clearer.
  • Summarize the quarterly reporting 'story' taking into account portfolio performance, markets, risk, and format this summary into an easily consumable format.
  • Prepare presentations and communications as needed, with a focus on ease of understanding.
  • Support and take on short-term projects as they come up
  • Support and collaborate with other CIR teams (i.e., Client Relations, Client Experience and Stakeholder Engagement) and with other internal departments (i.e., Asset Classes, ISR, and Finance) to enable efficient production and sharing of high-quality reporting content for client audiences.


Work type

Full time

Work mode


Application deadline

May 30, 2024