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Private Client Intern
3 months ago
Job Id: 1531 # of Openings: 1 Private Client Intern Fall Term (September – December 2024) Connor, Clark & Lunn Private Capital Ltd. Calgary, AB The Position CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Private Client Services Team for a 4-month term (September-December, What do we offer a Private Client Intern? A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand. As a Private Client Intern you will: Perform data reconciliation, data entry, auditing and compliance for our client portfolios Populate and maintain client data in our internal CRM (APX) including paper and electronic filing Create reports on behalf of our clients via our internal CRM (APX) Assist Wealth Advisors in the preparation of client packages Provide ad hoc support to our associate and Wealth Advisor teams as needed Qualifications and Experience The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree or recently graduated with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L. In addition to the above, the successful candidate will have: #LIt least one previous internship experience in the area or Finance, Asset Management and/or Investment Management Excellent oral and written communication skills Excellent attention to detail Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude Strong organizational and time management skills, the ability to multi-task and work autonomously Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat Understanding of private client service and investment management practice is an asset About Connor, Clark & Lunn Financial Group 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. 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 $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. 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 $14 billion in client assets. For a closer look at how you can build your career with us, we invite you to explore . 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. To apply for this position please submit your resume , cover letter and transcript as one PDF . 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-HYBRID #LI-SM1
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