Winter Co-op 2027 - Wealth Investment Office Intern
Core
Support day-to-day oversight of investment solutions including investment research, portfolio managed account programs, and investment operations for advisors with clients in Canada and the US.
Role type
Wealth Investment Office Intern
Builds
Investment research, portfolio managed account programs, advisor-facing investment content, and managed investment programs.
Domain
Financial Services / Wealth Management
Required skills
Investment research, portfolio management, investment operations, governance activities, documentation, AI platforms, Microsoft Office (Excel, PowerPoint), MS Forms
Preferred skills
CFA charter program enrollment
Technologies
AI platforms, portfolio management platform, Microsoft Office, MS Forms
Responsibilities
Support day-to-day activities across the Manulife Wealth Investment Office, Assist with day-to-day investment operations and governance activities, Support centrally managed accounts program, Develop advisor-facing investment content, Use cutting edge portfolio management platform to review and calibrate client investment portfolios, Work with Investment Advisors and support the Pathway to Portfolio Management program, Use AI and emerging technology to improve investment research, analysis, reporting and workflow efficiency, Collaborate with and organize senior team members on various projects and initiatives
Seniority
Intern