Finance Co‑op/Internship – Fall 2026 to Summer 2027

About the role

Join the Finance department of a leading institutional investor and support client financial planning, reporting and benchmarking. This 8‑month co‑op provides hands‑on experience across financial analysis, budgeting and stakeholder communication.

Key responsibilities

• Assist with the preparation of special‑purpose financial reports for clients on an as‑needed basis.
• Support financial planning deliverables for pension‑client fee consultations, including fee‑estimate modelling and briefing note preparation.
• Prepare benchmarking deliverables such as client KPI reports and CEM Benchmarking reports.
• Collaborate with internal business partners, auditors and external advisors to ensure accurate and timely financial information.

Required profile

• Currently enrolled in a finance, accounting or related co‑op program.
• Strong analytical mindset with ability to manage multiple projects.
• Effective written and verbal communication skills.

Required skills

• Microsoft Office suite (Outlook, Excel, Word, PowerPoint).
• Workday Adaptive.
• Microsoft Dynamics NAV.
• SharePoint.

What we offer

• Opportunity to work within a leading institutional investor managing $295 billion in assets.
• Exposure to investment accounting, budgeting, tax structuring and performance measurement.
• Professional development in a fast‑growing, award‑winning organization.