INTERNSHIP DETAILS

Intern, Asset Mix & Trading 

CompanyConnor, Clark & Lunn Private Capital Ltd.
LocationVancouver
Work ModeOn Site
PostedMay 22, 2026
Internship Information
Core Responsibilities
The intern will execute and monitor asset mix and cash flow trades in accordance with client investment policies. They will also support the onboarding of client portfolios and participate in internal process improvement initiatives.
Internship Type
full time
Salary Range
CA$43,000 - CA$52,000
Company Size
152
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
As one of Canada’s largest independent and privately held investment managers, we have a proud heritage of building legacies. We’ve grown through one client success story inspiring another, stewarding the wealth of high-net-worth Canadian individuals and families, foundations and Indigenous communities. CC&L Private Capital’s premier investment platform has grown over time in partnership with over 270* investment specialists who form part of the larger Connor, Clark & Lunn Financial Group, and who serve as sub-advisers for various strategies. This platform represents an increasingly broad and sophisticated selection of investment styles. This enables us to create truly unique portfolios and successfully navigate market cycles, guiding clients in realizing their financial aspirations. *As of November, 2025
About the Role

CC&L Private Capital Ltd. is seeking an Asset Mix Intern to join our PC AMIX team for a minimum of 4-months (September – December 2026). 

We offer a challenging, fast-paced work environment with opportunities to learn and growth within CC&L Private Capital Ltd. and affiliated companies. You will be a member of a collaborative, highly detailed and analytical team, responsible for executing and monitoring asset mix trades, supporting the implementation of client investment strategies, and ensuring operational accuracy across a wide range of discretionary portfolios. You will work with Portfolio Managers, Wealth Advisors, and Trading teams to deliver investment execution 

 

What You Will Do

  • Trade Execution & Oversight 
  • Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies) 
  • Support onboarding and restructuring of client portfolios 
  • Work with various teams on reconciliations, client cash flows, pooled fund trading, trade issues, and ad hoc requests 
  • Assist in reconciling flagged accounts and tracking transitions to enhanced strategies. 
  • Manage ad-hoc requests and projects 
  • Participate in internal process improvement initiatives and documentation updates 

 

What You Bring 

The Asset Mix Intern position is geared towards students in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, Economics or a related field. Or individuals early in their career who are eager to learn and gain experience. We are seeking ambitious and detailed oriented people who are interested in making an impact at CC&L. 

In addition to the above, the successful candidate will have: 

  • At least one previous work term in a related role 
  • Knowledge and interest in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSA, Taxable accounts, etc.) 
  • Proficiency in MS Suite (Outlook, Word, MS Teams), and especially Excel 
  • Strong time management and organizational skills
  • Excellent attention to detail and ability to manage time-sensitive tasks under pressure 

Key Competencies:

  • Analytical thinking and problem-solving
  • Clear and professional communication 
  • Team-oriented with a client-first mindset
  • Adaptability in a fast-paced, high-volume environment 

The salary range for this position is $43,000 - 52,000 CAD annualized. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process.   

 

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  

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.  

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.  

Key Skills
Trade ExecutionAsset Mix ManagementFinancial AnalysisMicrosoft ExcelTime ManagementOrganizational SkillsProblem SolvingProfessional CommunicationCapital Markets KnowledgePortfolio Monitoring
Categories
Finance & AccountingData & Analytics