Private Client Asset Mix Specialist

2 months 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.

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
Qualifications and Experience:

The successful candidate will have a strong academic track record, with a focus on Finance, Accounting, Commerce, or Economics. Previous work experience in a similar role is an asset. Proficiency in MS Suite, particularly Microsoft Excel, is required. Strong time management and organizational skills are essential, as is the ability to work efficiently under pressure with a high workload.

We are an equal opportunity employer and welcome applications from diverse candidates. The salary range for this position is $42,700 CAD annualized.



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