Intern, Institutional Client Reporting

CC&L Financial Group is seeking an Intern to join our Institutional Client Reporting Team for a 4-Month term (May - August 2026).

What do we offer Intern?

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will have the ability to collaborate with various CCLFG teams and Affiliates on reporting at an institutional level. Interact with the various teams involved in the institutional reporting cycle and see first-hand the impact of client reporting in the Investment Management process.

As an Intern you will:

• Setup and help maintain client accounts and client data.

• Ensure that a multitude of reports are accurately set up, maintained, produced and distributed.

• Through the use of a third-party reporting system, work with the team to build and maintain reports through the use of logical rules and a proprietary coding language

• Liaise between various Client Relationship Managers, internal teams to trouble shoot the entire reporting production process and provide solutions.

• Translate business logic to source code written in a proprietary language.

• Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk.

• Be involved in the reporting life cycle from requirements gathering, assessments, development, testing and implementation to ensure the objectives of the client reporting teams and reporting systems continue to be met.

• Advise and collaborate with the operational team members of the Institutional Reporting Team in the creation and maintenance of client reports along with other collateral material including:

  • Building, maintaining and enhancing report layouts using a mix of in-house tools and leading third party technology to ensure highly effective reporting operations.

  • Using a third-party IDE (Integrated Development Environment) to enhance and develop report layouts and assign logical rules to support the automated report production.

• Involvement in the reporting life cycle from requirements gathering, assessments, development, testing and implementation to ensure the objectives of the client reporting teams and reporting systems continue to be met  

Qualifications and Experience

The Intern position is geared toward students pursuing an undergraduate degree or MBA with a focus on Business Administration, Computer Science, Finance and/or Commerce. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L.

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

• Innovative: You have been exposed to or have a keen interest in learning new technologies and developing and implementing new business processes.

• Team Player: You have a positive attitude and collaborative spirit. Current and former colleagues would say that you’re an easy person to work with and have a one-team mindset.

• Organized: You are able to manage competing tasks and can successfully navigate working on multiple initiatives with multiple lines of business.

• Critical Thinking: You demonstrated the ability to evaluate business problems and effectively apply solutions with subject matter expertise.

• Savvy Communicator: You have a proven ability to communicate well with internal stakeholders and are well versed in bridging information system needs with business needs. You are clear on what you need, and you clarify what others need; you manage expectations and are professional and positive all at the same time.

• Technology: Knowledge of source code writing is an asset. Knowledge of Simcorp’s Coric Client Communication solution is an asset.

To apply for this position please submit your resume, cover letter and transcript.

The salary range for this position is $45,000 - $55,000 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.

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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.