Private Client Asset Mix Professional
5 days ago
About the Role:
CC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. As an Asset Mix Intern, you will have the opportunity to work closely with our experienced team members and gain valuable insights into the world of asset management.
Key Responsibilities:
• Review client account details and verify trade restrictions
• Analyze unrealized gains and identify opportunities for tax efficiency
• Collaborate with managers to plan and model trades
• Manage ad-hoc requests and projects
• Run and create custom reports to support business decisions
Requirements:
• Currently pursuing a degree in Finance, Accounting, Commerce, or Economics
• Previous work experience in a similar role is an asset
• Strong knowledge of capital markets and financial concepts
• Proficient in MS Suite, particularly Microsoft Excel
• Excellent time management and organizational skills
• Ability to work efficiently under pressure with high workload
About CC&L Private Capital:
At CC&L Private Capital, we value opportunity for our clients and our team. As an independent and employee-owned company, we partner with investment professionals to grow successful asset management businesses. Our team is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
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