Intern- Finance, Due Diligence & Advisory (January 2027- 8 months)
About The Position
As an intern in the Finance – Due Diligence & Advisory role, you will have an immersive work experience where you can apply your analytical and problem-solving skills, independent thinking, time management, and communication skills. Gain exposure to a broad spectrum of asset classes, various investment strategies and fund structures, as well as the investment operations that support them. In the role you will get to work side by side with highly experienced operational due diligence professionals with backgrounds in audit, counterparty risk, investments, accounting, valuation, and investment operations. The Due Diligence & Advisory group (DDA) supports the Investment department by conducting operational due diligence on fund managers and the key service providers to the external manager program; providing valuable advisory to our internal and external partners; and handling the operational processes associated with investing in these funds. In this role you’ll get to interact with the Investment, Financial Operations, Tax and Legal teams and will work in the Toronto office reporting to the Senior Coordinator within the team of 15.
Requirements
- Progress (3rd year) towards a relevant university degree (e.g. business degree with a finance focus) with a demonstrated record of academic and extracurricular achievement
- Attention to detail with a strong ability to multi-task while maintaining a high work standard
- Good priority setting and time management skills
- Strong interest in asset management industry and investment products
- Proficient use of MS Office products and CRM-type tools
- Excellent written and verbal communication skills
- Proficient use of AI tools such as Copilot for the use of automating tasks
- You must be enrolled in a co-op program or returning back to your studies after the work term is completed
- Candidates must be legally entitled to work in the country where this role is located.
Nice To Haves
- Interest in/progress towards the CFA, and/or CAIA designation is desired
Responsibilities
- Assist the team with preparation and documentation of external manager and service provider due diligence
- Update internal systems with relevant information and key points from ongoing due diligence activities
- Work with the team to ensure deal tracking tools are accurately maintained and ongoing monitoring activities are completed on time
- Help prepare monthly reports for the Chief Financial Officer and other relevant information for inclusion in oversight committee presentations
- There could be times in this role where you are required to do a high volume of filing and administrative support may be required
Benefits
- Numerous opportunities for professional growth and development, including lunch and learns
- Student led team building events on a monthly basis
- Employee discount programs including Edvantage and Perkopolis
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What This Job Offers
Job Type
Full-time
Career Level
Intern
