Winter Co-op 2027 - Wealth Investment Office Intern

As an Intern with the Manulife Wealth Investment Office, you will gain hands-on experience across investment product research, portfolio implementation, investment operations and managed investment programs. The candidate will support the day-to-day oversight of investment solutions while contributing to research and strategic projects across ETFs, mutual funds, model portfolios, Unified Managed Accounts and Portfolio Management programs.

In addition, you will collaborate with several internal teams, including Operations, Advisor Support, Legal, Compliance, Marketing and others, to support the daily management and regular deliverables of the Manulife Wealth Investment Office.   

• →Support day-to-day activities across the Manulife Wealth Investment Office, including investment research, portfolio managed account programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
• →Assist with day-to-day investment operations and governance activities, including PAR note review and approval, investment product updates, documentation and other recurring oversight requirements.
• →Support centrally managed accounts program in response to sub-advisor trade recommendations, client cash flow requests and other managed account overlay activities.
• →Develop advisor-facing investment content, including job aids, investment insights, portfolio-management resources and presentation materials.
• →Using cutting edge portfolio management platform to review and calibrate client investment portfolios.
• →Work with Investment Advisors and support the Pathway to Portfolio Management program at Manulife Wealth.
• →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.
• →Other tasks and related activities that arise from shifting priorities. 

• A positive attitude,
• A curious mind,
• An ability to share ideas constructively,
• Strong personal initiative and interpersonal skills,
• Excellent written and verbal communication skills,
• General technical proficiency with a focus on core business applications such as Microsoft Office, MS Forms, Excel, PowerPoint.
• General proficiency with AI platforms. 
• Enrollment in a post-secondary institution required.
• Interested in or enrolled in CFA charter program is an asset.