Job opportunity
Wealth Management Operations Intern
Picton Mahoney
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.
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Apply on source site 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.
#J-18808-Ljbffr