Sample co-op jobs in Finance

Large Canadian pension fund advisory board

Job title: analyst, investment finance

With assets under management projected to grow to $XXX billion by 2016, XXXX is one of the largest and fastest growing institutional investors in the world. Headquartered in XXXX, with offices in London and Hong Kong, the XXXX is governed and managed independently of the XXXX by experienced and highly skilled investment professionals. Their job is to prudently invest XXXX assets to help pay future pensions.

We are recruiting for an Investment Finance Analyst Intern to join our Investment Finance Real Estate group for a four month internship from September - December XXXX.

Reporting to the Director, Investment Finance (Real Estate) the Investment Finance Analyst Intern is responsible for performing various functions specific to this area. The student is also expected to participate in and contribute to various corporate and departmental initiatives and projects.

Role specific accountabilities:

  • Assist in various departmental projects, including data mapping, and validation support to the Real Estate Asset Management Project
  • Assist in development of new analytics reports
  • Assist with preparation and maintenance of process documentation
  • Ensuing continuity by providing cross training at the end of the assignments

Required skills:

  • The ideal candidate will be enrolled in years 3-5 of University at the time of internship, working towards a degree in Accounting, Math, Finance, Economics, Business, Commerce, or Computer Science
  • Knowledge of financial concepts and investment products
  • Knowledge of investment operations and accounting
  • Demonstrated superior computer skills; advanced skills in MS Excel
  • Knowledge of VBA/Macros, SQL, databases is desirable
  • Hands on experience in finance/accounting in a financial or securities capacity desirable
  • CFA Level 1 or CSC Designation is an asset
  • Candidates must exemplify XXXX guiding principles of high performance, integrity, and partnership

Chartered Bank: Global Capital Markets Business

Job title: financial analyst - infrastructure advisory group

Job description:

XXXX Infrastructure Advisory Group is seeking a co-op student to assist in the following tasks/projects:

  • Assist in the development and improvement of project finance models
  • Assist in the preparation of marketing materials
  • Focus on preparation of a variety of internal reports for senior management (Word,  Excel)
  • Day to day administrative support
  • Manage one-off and special projects as required

Desired skills/achievements:

  • Senior undergraduate coursework in one or more of the following disciplines: Economics, Business, Finance, Mathematics, Statistics, or Engineering
  • Knowledge of basic finance / derivatives concepts
  • High proficiency in Excel
  • Demonstrated analytical / problem-solving skills
  • Demonstrated ability to work under pressure while facing multiple short-term deadlines
  • Exceptional communication and written skills
  • Positive, team-oriented attitude

Application requirements:

  • Please submit the following to your Career Services Centre:
  • Cover letter (applications submitted without a cover letter will not be considered)
  • Brief resume detailing relevant experience
  • Academic transcript

Information about the Group:

The Canadian Infrastructure Advisory Group is a unit of XXXX Infrastructure Finance Group, which is located on the 68th floor of the XXXX building in XXXX. We are a small, dynamic team focused on all aspects of Canadian infrastructure finance. Specific areas of responsibility include providing private sector consortia with structuring and debt finance advice in relation to bids for Canadian infrastructure assets, arranging project finance debt and equity for infrastructure transactions.

Chartered Bank: global investment banking business

Job title: co-op analyst - investment & corporate banking

XXXX is one of Canada's leading investment dealers providing a full range of financial services. We are a leader in key areas including corporate finance, mergers and acquisitions, financial advisory services, project and leveraged financing, worldwide distribution of equities and equity research.

Senior co-op job

Job description:

Working in the Investment & Corporate Banking Group of XXXX, comprising corporate and government finance, project and leveraged financing, mergers & acquisitions, and equity and debt capital markets, Analysts work as members of a variety of client and transaction teams. Duties include researching specific companies and industries, securities analyses, discounted cash flow analyses, detailed financial modeling, comparable company analysis, maintaining specific databases, assisting on written presentations and the development of information memoranda and numerous other corporate finance activities.

The Co-op Analyst program is considered extremely demanding and competition for Analyst positions is intense. The Investment & Corporate Banking Group is looking for highly motivated individuals with extremely strong academic and analytical skills, integrity and a commitment to excellence. Preference will be given to those students with a concentration in finance, accounting or economics, in addition to those candidates who display exceptional leadership in community, athletic and school extracurricular activities.

An objective of our Co-op Analyst program is to identify candidates for full-time analyst positions at XXXX upon graduation. As such, certain co-op students may be given offers for full-time employment at the completion of the co-op term. 

Large Investment portfolio manager

Job title: assistant analyst, co-op

Job description:

With a portfolio of $XX billion, which includes our investments in private equity, venture capital, infrastructure and timber, XXXX Private Capital invests in companies around the world seeking to grow and add value to their businesses.  We search the world for direct and fund investment opportunities, putting capital to work in Canada, the United States, Europe and Asia.

The XXXX is currently seeking a co-op to join its team.  As a key member of the XXXX Private Capital Group, you will be responsible for conducting industry and company research, creating financial models, preparing written recommendations and be involved in numerous other aspects of the monitoring and due diligence process.


  • 3rd year of a 4-year undergraduate business degree or equivalent
  • Excellent written and verbal communication skills
  • Strong research, quantitative and analytical skills
  • Familiarity with financial modeling is an asset

All applications must include a cover letter, resume and recent transcript.

This job offer is contingent upon successful completion of criminal and credit check.

National consulting firm

Job title: forensic accounting investigation assistant

Job description:

Headquartered in XXXX is a specialized independent consulting firm providing forensic accounting, litigation consulting, business valuation and business intelligence and investigations services in Canada to legal counsel, governments and large companies. Please feel free to reference our website at XXXX for additional information on our firm.

XXXX accounting professionals are experts in investigating and analyzing the financial aspects of virtually every type of dispute. Our professionals can make initial exposure assessments, identify financial issues, discover evidence, assist with pleadings and discovery issues, complete damages assessments, critique other experts- reports and appear as an expert witness in courts around the world. XXXX provides credible and verifiable information that will stand up to the toughest scrutiny.

We currently require co-op students, who will work closely with Forensic Accountants and Chartered Business Valuators in our Forensic Financial Investigations and Litigation Consulting group. The position will be located in our XXXX office.

Profile of a co-op position:

The co-op student will work closely with professional forensic accountants in a variety of settings. Tasks may include analysis and organization of documents, detailed review of business records as well as the preparation of supporting schedules and working papers.

Candidates should possess outstanding communication skills, a keen attention to detail and should have experience working with MS Excel. French Language skills would be an asset.

Interested candidates should forward their resumes to XXXX through Jobmine.

Canadian Chartered Bank, securities division

Job title: analyst, buy-side relationship management

Job description:

XXXXX provides a full range of credit, risk management and investment banking products and services relevant to the financing and investment needs of our clients.  Our products include investment banking, derivatives, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, debt products, foreign exchange, and commodities. We also cross-sell the full range of wholesale products and services offered by XXXX.

XXXXXX is an equal opportunity employer committed to attracting, hiring and retaining talented and motivated men and women.

The Buy-side Relationship Management Group interacts with all business lines and across the firm’s product suite. Specifically, the group works with these business areas:

  • Global Infrastructure Finance
  • Global Energy Solutions
  • Institutional Equities
  • Foreign Exchange
  • Structured Credit and Equity Derivatives
  • Fixed Income
  • Global Equity Finance
  • Emerging Markets

The position will appeal to entrepreneurial individuals with an interest in the global financial markets and a strong desire to work and learn in an extraordinarily dynamic, challenging and exciting environment. For a highly motivated, self-starting individual, there can be few working environments which offer a richer, more stimulating and rewarding experience than the trading floor of a major financial institution.

He or she will demonstrate the desire to pursue a career in the financial services industry and possess strong interpersonal, communication and analytical skills, in addition to being a quick learner.  He or she must be able to work in a fast-paced and dynamic environment, often under pressure and tight time constraints. The ability to work effectively as part of a team, often with little or no supervision, is essential.  In addition to a strong academic record, he or she must have a solid knowledge of spreadsheet applications (Excel) and solid communication skills. A sound academic background in financial markets, accounting, economics, math, and/or computer science are assets, along with completion of introductory courses in finance and derivatives.

In a world of global markets in which derivative products are a growing factor in nearly every facet of modern finance, experience of the type offered by this unique opportunity will be an invaluable asset to any business career.

Canadian Chartered Bank, securities division

Job title: profit and loss analyst - trading & risk control 

Job description:

The Co-op student will provide support for MIS reporting and P&L control functions for the businesses within XXXXX.  This position will assist the director and associate directors on a variety of key control functions including daily P&L reporting; monitoring and following up on P&L breaks; and enhancement of our database and MIS reports.

  • Daily and weekly P&L reporting
  • Daily P&L break monitoring
  • Maintain and enhance database and MIS reports
  • Analysis of business performance for any aspect of the business as and when required
  • Maintenance of IDA statistics
  • Complement reporting

Desired skills/achievements:

  • Knowledge of the financial industry and products; prior experience is an asset
  • Strong analytical and problem-solving skills
  • Strong adaptability and communication skills
  • Strong desire and willingness to learn and contribute

Application requirements:

  • Cover letter (applications submitted without a cover letter will not be considered)
  • Brief resume detailing relevant experience
  • Academic transcript
  • Information about the Grou:

The position involves working with one of the most dynamic areas in the Bank.  The nature of the financial markets is such that there is always a need to keep up to date with new developments and products - how they work and how the corresponding revenues are reported.  The job is quite demanding and invariably necessitates some overtime work to ensure that all deadlines are met.

Global Bank

Job title: fund accountant

Job description:

  • Producing daily information for price calculation and fund valuation
  • Daily checking of cash movements to ensure sufficient cash position to covering Buy trades settlement, and placing excess money as overnight deposit
  • Processing Foreign Exchange Transactions through Internal application
  • Liaising with Internal Custody team to ensure smooth process. Resolve any issues with them on a timely basis.
  • Updating investment and financial records for derivatives movements
  • Validating daily price movements of funds, investigating any discrepancies
  • Ensuring all financial transactions are correctly accounted for in the investment and financial records of the funds
  • Performing all record-keeping transactions in accordance with regulatory requirements
  • Preparing bank reconciliation, safekeeping reconciliation and record-keeping reconciliation (including fund statistic report), investigating any differences on a timely basis
  • Prepare monthly and/or annual information reports, including Fund-of-Fund reinvestment, financial statements, working paper files, audit files, etc., for auditors, the client and other internal customers
  • Ensuring funds receive dividend income, interest income, and others income in accordance with expectations, investigating discrepancies where appropriate
  • Maintaining productive working relationships with all customers
  • Maintaining own standards of excellence