Intern, Asset Mix & Trading
Top Benefits
About the role
Connor, Clark & Lunn Private Capital Ltd. Vancouver, BC The Position 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 2025).
What do we offer Asset Mix Interns? 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
As An Asset Mix Intern You Will
- 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
Qualifications And Experience The Asset Mix Intern position is geared towards students in their third/forth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics. 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
To apply for this position please submit your resume , cover letter and transcript as one PDF .
About Connor, Clark & Lunn Financial Group At Connor, Clark & Lunn Financial Group, 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.
Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $17 billion in client assets.
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 $142 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com .
Connor, Clark & Lunn 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. The salary range for this position is $42,900 - 50,700 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.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
Apply for this Position
About Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets.
We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.
Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.
Intern, Asset Mix & Trading
Top Benefits
About the role
Connor, Clark & Lunn Private Capital Ltd. Vancouver, BC The Position 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 2025).
What do we offer Asset Mix Interns? 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
As An Asset Mix Intern You Will
- 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
Qualifications And Experience The Asset Mix Intern position is geared towards students in their third/forth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics. 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
To apply for this position please submit your resume , cover letter and transcript as one PDF .
About Connor, Clark & Lunn Financial Group At Connor, Clark & Lunn Financial Group, 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.
Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $17 billion in client assets.
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 $142 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com .
Connor, Clark & Lunn 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. The salary range for this position is $42,900 - 50,700 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.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
Apply for this Position
About Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets.
We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.
Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.