At a Glance
- Tasks: Coordinate client onboarding and portfolio operations while supporting experienced professionals.
- Company: Join PICTON Investments, a leader in wealth management.
- Benefits: Gain hands-on experience and develop valuable skills in finance.
- Other info: Dynamic internship with opportunities for growth and networking.
- Why this job: Make an impact in wealth management while learning from industry experts.
- Qualifications: Must be in third or fourth year of Finance, Economics, or Mathematics.
The predicted salary is between 1305 - 1595 $ per month.
Client onboarding and portfolio operations are central to this Wealth Management Operations Intern position at PICTON Investments.
Work independently and collaboratively with experienced professionals.
This internship provides broad exposure to daily wealth management administration and client-focused service.
You will help coordinate account setup, documentation, asset transfers, and custodial communications.
The role also includes preparing client materials, reconciling trading and custodial records, and supporting compliance documentation.
Candidates should be detail-oriented, organized, and eager to learn.
Enrollment in a third or fourth year undergraduate or graduate program is required, with Finance, Economics, Mathematics, or combined majors preferred.
Key Responsibilities
- Coordinate documentation and communications for client account setup
- Support asset transfers with custodial platforms and external partners
- Assist with client meeting materials and portfolio reports
- Maintain accurate records supporting compliance and regulatory requirements
- Reconcile daily prices, positions, and transactions across systems
Requirements
- Third or fourth year undergraduate or graduate enrollment
- Exposure to financial reporting, client data, or portfolio concepts
- Strong written and oral communication skills
- Ability to manage competing priorities and tight deadlines
- Professional, client-focused approach with strong organizational skills
Support client onboarding, portfolio records, compliance documentation, and reporting while gaining practical wealth management operations experience.
Wealth Management Operations Intern in Toronto employer: Picton Mahoney
At PICTON Investments, we pride ourselves on being a top employer that fosters a dynamic and inclusive work culture, where creativity and collaboration thrive. Our commitment to employee growth is evident through our comprehensive benefits package, performance-based bonuses, and opportunities for equity ownership, ensuring that every team member can make a meaningful impact while advancing their career. Join us in our vibrant Ontario office, where you'll be empowered to innovate and redefine the investment landscape alongside a team of passionate professionals.
