Product Intern

1 month ago

Toronto, Ontario, Canada CC&L Funds Full time
Job Opportunity:
We are seeking an ambitious and entrepreneurial student to join our Product & Client Service Team for a 4-month term.
About the Role:
As a member of our team, you will have the opportunity to learn and grow through a variety of projects and initiatives in the retail business for one of Canada's leading institutional asset managers.
Key Responsibilities:
Service a client base of leading Canadian investment dealers and Investment Advisors by gaining familiarity with CC&L Funds' business and platform of investment products and services. Support the CC&L Funds sales team by responding to client inquiries in a timely and professional manner, with support from internal operational and data teams. Work with internal and external support teams to address ongoing operational issues and client inquiries. Act as a liaison between the CC&L Funds sales team and the Marketing group to customize presentation materials. Contribute to improving and streamlining the service model and operational procedures. Participate in ad hoc projects and special assignments as needed. Requirements:
This position is geared towards students either in their second, third or fourth year of an undergraduate degree in Finance, Business Administration, and/or Economics or another related field. We are seeking ambitious, entrepreneurial students who are interested in learning from and enhancing our client service and product processes. In addition to the above, the successful candidate will have: Excellent oral and written communication skills. Working towards their undergraduate degree in Finance, Business Administration, and/or Economics. Exceptional attention to detail and accuracy. Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude. Good judgment coupled with the ability to set clear expectations and make sound decisions. Strong organizational and time management skills, the ability to multi-task and work autonomously. Advanced knowledge of MS Suite, especially Excel, PowerPoint, and Word. Understanding of client service and Canadian funds/managed product industry or equivalent experience is an asset. About CC&L Funds:
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.

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