Investment Operations Intern (June - August 2026)

COMPANY STATEMENT:

Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and the Caribbean. Guardian is a wholly owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. To learn more about Guardian, visit www.guardiancapital.com.

JOB STATEMENT:

This internship will support two teams—Fund Operations and Investment Operations. The successful candidate will contribute to a range of initiatives that strengthen the Operations function, including process automation; process analysis to identify efficiency opportunities; support for semi-annual financial statement disclosures and regulatory reporting; development of a centralized team to support security master data; participation in enhancements to OMS and ABOR; tax reporting; workflow and cost analysis; support across the ETF life cycle; and other ad hoc projects, as required.

ESSENTIAL FUNCTIONS:

Financial Statements

• Support the Financial Reporting team in preparing semi-annual financial statements for retail funds.
• Support the Financial Reporting team in preparing the Management Report of Fund Performance (MRFP).

Process and Procedure Documentation (Charles River and Eagle)

• Partner with Operations, Investments, Compliance, and Finance to document current workflows and controls.
• Identify opportunities to improve efficiency and reduce reliance on manual processes.

Security Master Data

• Support the establishment of a centralized Security Master Data team.
• Test and validate workflows to centralize the function and intake of requests from internal Guardian subsidiaries.
• Maintain a single source of truth, including data dictionaries, lineage documentation, and defined refresh cadence.

ETF Life Cycle

• Document the current end-to-end workflow for Guardian ETFs.
• Track and communicate issues, changes, and enhancements across key stakeholders.

Cost Analysis

• Track ETF and mutual fund sales data for internal reporting.
• Assess the profitability of existing and proposed products.
• Coordinate with service providers to communicate new services and enhancements as they are introduced.

QUALIFICATIONS:

• Currently enrolled in an undergraduate university program (Business, Finance, Accounting, Information Management, Data/Computer Science, Engineering, or related) and returning to school in the upcoming Fall semester.
• Strong interpersonal and communication skills, with the ability to collaborate effectively and work independently.
• Strong proficiency with Excel (pivot tables, VLOOKUP/XLOOKUP, text functions, and basic Power Query) and SharePoint/OneDrive (or equivalent file systems).
• Comfortable handling confidential information with professionalism and discretion.
• Excellent attention to detail, organization, and written communication skills.
• Ability to handle confidential information with professionalism and discretion.

COMPENSATION:

• Hourly rate: $25-$28 per hour (commensurate with experience).