Intern, Asset Mix & Trading
About The Position
CC&L Private Capital Ltd. is seeking an Asset Mix Intern to join our PC AMIX team for a minimum of 4-months (September – December 2026). We offer a challenging, fast-paced work environment with opportunities to learn and grow within CC&L Private Capital Ltd. and affiliated companies. You will be a member of a collaborative, highly detailed and analytical team, responsible for executing and monitoring asset mix trades, supporting the implementation of client investment strategies, and ensuring operational accuracy across a wide range of discretionary portfolios. You will work with Portfolio Managers, Wealth Advisors, and Trading teams to deliver investment execution.
Requirements
- Students in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, Economics or a related field. Or individuals early in their career who are eager to learn and gain experience.
- Ambitious and detailed oriented people who are interested in making an impact at CC&L.
- At least one previous work term in a related role
- Knowledge and interest in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSA, Taxable accounts, etc.)
- Proficiency in MS Suite (Outlook, Word, MS Teams), and especially Excel
- Strong time management and organizational skills
- Excellent attention to detail and ability to manage time-sensitive tasks under pressure
- Analytical thinking and problem-solving
- Clear and professional communication
- Team-oriented with a client-first mindset
- Adaptability in a fast-paced, high-volume environment
Responsibilities
- Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
- Support onboarding and restructuring of client portfolios
- Work with various teams on reconciliations, client cash flows, pooled fund trading, trade issues, and ad hoc requests
- Assist in reconciling flagged accounts and tracking transitions to enhanced strategies.
- Manage ad-hoc requests and projects
- Participate in internal process improvement initiatives and documentation updates
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What This Job Offers
Job Type
Full-time
Career Level
Intern
