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Internship

Intern, Asset Management Operations, Portfolio Ops & Analytics (Fall 2024)

🚀 Off-cycle Internship

Toronto

10d left

AI generated summary

  • You: Registered student in related field, team player with strong interpersonal and communication skills. Ability to meet deadlines, analyze data, and solve problems creatively. Proficient in Microsoft Office, SQL/programming a bonus.
  • You will streamline fund event execution, analyze reconciliation data for errors, document processes, conduct research, and assist with financial statements and tax returns.

Off-cycle Internship

Banking & FinanceToronto

Description

  • Asset Management Operations, Portfolio Ops & Analytics is currently hiring an intern looking for a fall term position, September to December 2024. Candidates in an undergraduate program, returning to school after the internship are eligible to apply.
  • Portfolio Ops & Analytics plays a key role in supporting investment management front office, and is primarily responsible for the oversight of all aspects of day-to-day administration of investment funds.
  • The role will liaise with Product, Investment Management, Portfolio Operations, Fund Accounting, Financial Reporting, and Fund Taxation to assist in operations and to move the dial forward on continuous improvement initiatives.

Requirements

  • Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)
  • Ability to work well in a team environment
  • Excellent interpersonal, communication, judgment & decision-making skills
  • Ability to self-motivate and prioritize time-sensitive deadlines
  • Capable of applying sound judgment in constructing analysis and in formulating recommendations
  • Resourceful and creative in solving new/non-recurring problems through research and well-supported analysis and business acumen
  • Proficient in Microsoft Office applications, specifically SharePoint and Excel, familiar with Word and Outlook
  • SQL and/or programming familiarity an asset

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance

Responsibilities

  • Evolve and advance the Product Event roster in support of streamlining fund event execution (e.g. fund launches, mergers) by working with business partners to identify and resolve top 1-3 process “irritants”
  • Analyze fund reconciliation data to detect process gaps and identify root cause of errors
  • Document new processes and procedures to evolve the Fund Services Policy and Procedure Library
  • Complete ad hoc research/operational analysis requests from internal stakeholders
  • Where required, assist in the preparation of Funds’ Financial Statements and Tax Returns and provide support in resolving fund accounting-related errors/issues with the external vendor

Details

Work type

Full time

Work mode

hybrid

Application deadline

Jun 2, 2024

Location

Toronto