About the role#
As an intern with the Wealth Investment Office, you will gain hands-on experience in investment product research, portfolio implementation, and operations. You will support the oversight of investment solutions, including ETFs, mutual funds, and model portfolios. You will work alongside internal teams such as Operations, Advisor Support, Legal, and Compliance to manage daily deliverables and strategic projects.
What you'll do#
- Support the day-to-day activities of the Wealth Investment Office, including investment research and managed account programs.
- Assist with portfolio management activities for advisors serving clients in Canada and the United States.
- Manage investment operations and governance tasks, such as PAR note reviews, product updates, and documentation.
- Support the centrally managed accounts program by responding to sub-advisor trade recommendations and client cash flow requests.
- Create advisor-facing content like investment insights, job aids, and presentation materials.
- Review and calibrate client investment portfolios using a portfolio management platform.
- Use AI and emerging technology to improve research, analysis, and workflow efficiency.
- Collaborate with senior team members on various initiatives and shifting priorities.
What you'll need#
- Enrollment in a post-secondary institution.
- Proficiency in Microsoft Office, specifically Excel, PowerPoint, and MS Forms.
- General technical proficiency and familiarity with AI platforms.
- Strong written and verbal communication skills.
- Personal initiative and the ability to share ideas constructively.
- A positive attitude and a curious mind.
- An interest in or enrollment in the CFA charter program is an asset.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Winter 2027.
- Work Modality: Hybrid.
- Employment Type: Full time.
- Compensation: This position is paid, with a salary range of $44,900 to $52,700 CAD per year, pro-rated based on the length of the work term.
About Manulife
Manulife is an international financial services group based in Toronto. The company operates as Manulife in Canada, Asia, and Europe and as John Hancock in the United States. It manages over 1.3 trillion dollars in assets for approximately 34 million customers. The organization employs more than 34,000 people and works with over 116,000 agents.
How to get in at Manulife
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