Intern, Strategy

2 months ago

Toronto, Canada Connor, Clark & Lunn Financial Group Full time

**Intern, Strategy & Change Management**

**Connor, Clark & Lunn Private Capital Ltd.**

**Toronto, ON**

CC&L Financial Group is seeking an** Intern **to join our **Strategy & Change Management** Team for a 4-month term (January - April 2025).

**What do we offer a Private Client Intern?**

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. The **Intern, Strategy & Change Management** plays a key role in supporting strategic projects across Connor, Clark & Lunn Private Capital, providing market, competitive and customer intelligence, building relationships with key stakeholders and supporting the strategic planning process.

As an **Intern**, Strategy & Change Management** you will support in two primary areas:

- **_Strategic and change management advisory services _**
- Support strategy development, including research, analysis and compelling strategic recommendations that solve business problems.
- Gather data and perform financial analyses to identify opportunities and diagnose issues.
- Create financial models to assess future state financial benefits / costs.
- Collaborate with key internal and external stakeholders to support the achievement of deliverables and overall objectives.
- **_Market, customer, and competitive assessment _**
- Provide key market, customer and competitive assessments for the overall Wealth and Financial Services industry, as well as for specific project needs, including:

- Key industry trends impacting Wealth and Financial Services industry, including regulatory, customer, geographical, innovation, etc., leveraging external industry and analyst reports, as well as through monthly internal discussions.
- Key competitive insights (financial, market, innovation, etc.), including robust benchmarking of key performance metrics that would help surface gaps / opportunities.
- Review and generate insights using other internal reports.
- Champion a client focused culture to deepen client relationships and leverage broader relationships, systems and knowledge.

**Qualifications and Experience**

The** Intern**, Strategy & Change Management** position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business, Engineering, 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.
- At least one previous internship or professional experience in a similar role.
- Ability to deliver results in a fast-paced, challenging, and dynamic business environment.
- Strong interpersonal skills, leadership, and influential capabilities.
- Strong planning and analytical skills, ability to discern research information / data and focus on the critical business issues.
- Strong presentation and written communication skills.
- Proficiency in MS Excel.
- Strong knowledge with other MS Office products including Word and PowerPoint

**About Connor, Clark & Lunn Financial Group**

At CC&L 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.

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 $133 billion in client 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.

CC&L 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.

LI-SM1 #LI-Hybrid

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