About the role

Finance student supporting cash management, banking, and payments operations at AIMCo, an Alberta investment manager. Building Treasury expertise through a four-month hybrid term.

Responsibilities

Assist the Treasury team with portfolio cash management, asset class cash forecasting, portfolio closures and Treasury/Payments projects
Work with the AIMCo Payments group on bank account setups, market trading establishment, wire initiations and counterparty verifications
Establish and maintain processes for internal and external account openings and setups
Support regular review of user banking access
Coordinate with teams to improve processes and recommend efficient ways to complete tasks
Develop new procedures and policies
Create and maintain counterparty banking instructions in AIMCo’s primary portfolio management systems
Organize and track monthly tasks to meet tight deadlines
Manage key departmental processes by the end of the student term
Communicate and follow up on actionable items with AIMCo equity traders and portfolio managers

Must be enrolled in a co-op or equivalent work experience program
Completion of second or third-year undergraduate studies in Finance, Accounting or a related field
Beginner’s understanding of financial instruments and capital markets, including stocks, bonds, derivatives and structured products
Proficient Excel skills
Knowledge of VBA to automate tasks is a desirable asset
Passionate about using AI tools such as Claude to complete technical tasks
Ability to manage multiple tasks and work under pressure to meet deadlines
Strong organizational skills with the ability to identify pertinent information
Ability to work independently and solve complex problems using critical thinking skills
Exceptional attention to detail and strong work ethic
Strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration
Final candidates must pass an acceptable security screening, including credit bureau and criminal record investigations