Connor, Clark & Lunn Financial Group (CC&L)→
Intern, Institutional Sales
InternshipOn-site
Location
Greenwich, CT
Salary
Not listed
Experience
No experience required
Posted
Today
Skills
salesforcemicrosoft excelmicrosoft powerpointmicrosoft wordadobe acrobatcapital marketsinvestment management
Job Description
Summary: Connor, Clark & Lunn Financial Group (CC&L) is seeking an Intern to join their Institutional Business Development Team based in Greenwich. The role involves supporting investment management professionals through data reconciliation, market research, and creating presentations, providing a valuable opportunity for learning and growth in a fast-paced environment.
Responsibilities:
- Perform data reconciliation, data entry, and auditing for US team reporting
- Populate and maintain market and prospect/client data in our internal CRM (Salesforce)
- Create presentations on behalf of our affiliates for external audiences
- Assist in gathering data to support investor due diligence across multiple asset classes
- Provide ad hoc support to a team of senior executives at a fast-growing global asset manager as needed
Required Qualifications:
- Students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics
- Ambitious students with a strong academic track record
- Excellent oral and written communication skills
- Excellent attention to detail
- Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
- Strong organizational and time management skills, the ability to multi-task and work autonomously
- Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
Preferred Qualifications:
- Understanding capital markets and investment management is an asset
Required Skills: Salesforce, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Adobe Acrobat, Capital markets, Investment management