Private Client Asset Mix Specialist

1 day ago

Vancouver, British Columbia, Canada CC&L Private Capital Full time
Asset Mix Intern Position

CC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. This 6-month term position will provide the successful candidate with the opportunity to gain hands-on experience in asset mix and trading, while contributing to the growth and success of our organization.

Key Responsibilities:
  • Review client account details and verify trade restrictions
  • Review Asset mix Outage Report
  • Manage inquiries for the team
  • Analyze unrealized gains
  • Review client accounts for tax efficiency
  • Review alternative commitments and funding
  • Run and create custom reports
  • Manage ad-hoc requests and projects
  • Plan and model trades
Requirements:
  • Currently enrolled in a third or fourth year of an undergraduate degree or MBA with a focus on Finance, Accounting, Commerce, or Economics
  • Previous work term in a similar role
  • Knowledge and interest in capital markets and financial concepts
  • Proficient in MS Suite, especially Microsoft Excel
  • Strong time management and organizational skills
  • Ability to work efficiently under pressure with high workload
  • Self-starter with strong problem-solving skills
  • Knowledge of various account types (RRSP, TFSA, LIRA, FHSA, etc.)
What We Offer:

A dynamic and fast-paced work environment where opportunities for learning and growth are abundant. As an Asset Mix Intern, you will have the ability to experience first-hand impact and contribute to the success of our organization.

About CC&L Private Capital:

At CC&L Private Capital, 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.

We are committed to creating a diverse and inclusive environment and are 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 $42,700 CAD annualized.

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