Intern, Asset Mix & Trading
Intern, Asset Mix & Trading
Posted on :
08-08-2025
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1 Vacancy
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Job Description
Intern Asset Mix & Trading
Connor Clark & Lunn Private Capital Ltd.
Vancouver BC
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 2025).
What do we offer Asset Mix Interns
A challenging fast-paced work environment with opportunities to learn and growth 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
As anAsset MixInternyou will:
- Trade Execution & Oversight
- 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
Qualifications and Experience
TheAsset Mix Internposition is geared towards students in their third/forth year of an undergraduate degree with a focus on Finance Business Administration and/or Economics. Or individuals early in their career who are eager to learn and gain experience. We are seeking ambitious and detailed oriented people who are interested in making an impact at CC&L.
In addition to the above the successful candidate will have:
- 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
Key Competencies:
Analytical thinking and problem-solving
Clear and professional communication
Team-oriented with a client-first mindset
Adaptability in a fast-paced high-volume environment
Analytical thinking and problem-solving
Clear and professional communication
Team-oriented with a client-first mindset
Adaptability in a fast-paced high-volume environment
To apply for this position please submit yourresumecoverletterandtranscriptasone PDF.
About Connor Clark & Lunn Financial Group
At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
Connor Clark & Lunn Private Capital (CC&L Private Capital)is an affiliate of CCLFG providing professional discretionary money management services to individual investors foundations and endowments. The firm is currently responsible for approximately $17 billion in client assets.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $142 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
For a closer look at how you can build your career with us we invite you to .
Connor Clark & Lunn Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender ethnicity religion sexual orientation or expression disability or age.
The salary range for this position is $42900 - 50700 CAD annualized. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process.
We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
#LI-SM2 #LI-Hybrid
Required Experience:
Intern
Employment Type
Intern
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