2026 Wealth Management, Summer Finance Analyst (4-16 months)

We are seeking summer interns across several Finance Analysts roles to join the Wealth Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst, etc.). Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment. The student will have the opportunity to gain insight into how investment decisions are made, and client relationships are managed within Wealth Management.

What will you do?

Support product initiatives by preparing ad-hoc reports and assisting in related projects
Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
Develop and test investment models to assist new investment solutions development process
Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
Participate in the investment policy statement development process for funds and segregated accounts
Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
Performing research and providing answers for customer generated inquiries.
Documenting processes or upgrading existing procedure manuals.
Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
Monitor team mailbox, respond to inquiries and report user statistics
Compile data for monthly reports and other regular reporting as required
Update CRM system (Salesforce) to capture key business development activities.
What do you need to succeed?

Must have:

Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel).
Excellent analytical and critical thinking skills, with high attention to detail.
Good knowledge of regional and local financial markets, economic disciplines, and regulation
Displays strong competencies in relationship management, collaboration, and time management
Excellent written and oral communication skills
Good understanding of the economy and capital markets
An interest in investment management and desire to learn more about the industry
Tax software skills (Taxprep would be an asset)
Nice to have:

Experience leading small projects or small/medium enhancements.
Has successfully managed multiple small projects or initiatives simultaneously.
Previous experience working with investment advisors/counsellors and/or portfolio managers
Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus
Experience using Salesforce (CRM).
Passion and enthusiasm for learning about the inner workings of the economy and markets