2027 Co-op Student, Sales & Trading
- Calgary, AB, Canada
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Job details
- Posting language
- English
- Posted
Original job description
OVERVIEW OF PETERS & CO. LIMITED
Peters & Co. is an independent, fully integrated investment dealer specializing in investments in the Canadian energy sector for over 50 years.
Peters & Co. provides investment services to institutional investors and private clients; employs its own sales and trading group; conducts specialized and comprehensive investment research on the energy sector; and is an active underwriter for, and financial advisor to, companies active in the Canadian and international energy industry.
For information regarding Peters & Co. please refer to our website at: www.petersco.com
JOB OPPORTUNITY – 2027 Co-op Student, Sales & Trading
Description
Peters & Co. is currently seeking to hire a highly motivated and energetic individual to join our Institutional Sales & Trading department.
As a member of our Institutional Sales & Trading team, a successful candidate will:
- Build and maintain sales models and dashboards in Power BI and Excel (including metrics such as trading volumes, client activity, and rankings)
- Assist with Trade settlements and account balancing
- Create and maintain models integrated with research data
- Create Data scrapes for relevant models
- Automate repetitive tasks (e.g., VBA) and document processes
Qualifications
Ideal candidates will possess the following:
- Advanced Power BI: data modelling, DAX, dashboard layout, sharing and access settings
- Advanced Excel: macros, lookups, formulas, organizing and reconciling large data sets
- Bloomberg and FactSet data
- Nice to have skills include: VBA or Python
- Attention to detail, since the work feeds regulatory filings and client materials
- Basic understanding of energy markets
- Clear, concise writing
- Reliability with daily, weekly, and monthly deadlines
- Early start time
- Discretion with confidential client and firm information
- An undergraduate degree in business (finance or accounting), economics or engineering
- Ability to work in a team environment, manage multiple tasks, and meet deadlines
Work Term: A four or eight month work term beginning January 2027 is available. Please clearly state your availability with respect to duration and start date in your application.
Eligibility: Students must i) have completed at least three (3) years of a business, economics or engineering program, and ii) be enrolled in a formal co-op / internship program with their post-secondary institution, and iii) be returning to their post-secondary institution after this work term
APPLICATION PROCESS
Application Deadline: December 1, 2026 at 11:59PM MST
To be considered for this role, candidates must submit all of the following:
- Cover letter;
- Resume; and
- Transcript.
Please submit applications via the job post located on the Peters & Co. Careers Centre.
All applications received will be held in the strictest of confidence. We appreciate the interest from all applicants, however, only candidates under consideration will be contacted.
More about this job
Responsibilities
The successful candidate will build and maintain sales models and dashboards while assisting with trade settlements and account balancing. They will also be responsible for automating repetitive tasks and managing data integration from research sources.
Requirements
Candidates must be enrolled in a formal co-op or internship program and have completed at least three years of a business, economics, or engineering degree. Proficiency in advanced Power BI and Excel is required, along with strong attention to detail and reliability.
Skills
- Power BI
- Excel
- Data modelling
- DAX
- VBA
- Python
- Bloomberg
- FactSet
- Financial modelling
- Data scraping
- Trade settlement
- Account balancing
- Energy markets
- Attention to detail
- Technical writing
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Energy
- Data & Analytics
- Sales
- Engineering
Keywords
- Sales & Trading
- Energy Sector
- Power BI
- Excel
- Data Modelling
- DAX
- VBA
- Python
- Bloomberg
- FactSet
- Trade Settlement
- Financial Modelling
- Investment Dealer
- Institutional Sales
- Energy Markets
- Regulatory Filings
- Co-op
- Internship
- Finance
- Accounting
- Economics
- Engineering
- Dashboarding
- Data Scraping
- Automation