Connor Clark & Lunn Financial Group
London, Vancouver or Toronto
Are you a detail-oriented professional with expertise in investment funds? Do you thrive in a fast-paced environment that offers opportunities for continuous learning and exposure to complex operational challenges? If you're passionate about the investment industry and enjoy collaborating across teams, we have an exciting role for you!
Our Pooled Funds Operations team is seeking an
Analyst to provide operational oversight of our global pooled funds. This role combines hands-on problem-solving with strategic collaboration, enabling you to work closely with internal and external stakeholders to ensure the effective management and operations of these funds.
Product Specialist
What You Will Do
- Subject matter expert in collective investment vehicles including Irish UCITS.
- Act as the go-to resource for inquiries related to pooled funds, liaising with investment managers, custodians, fund administrators, and internal teams on funds domiciled in the EU, Cayman Islands, US, and Canada.
- Leverage your deep knowledge of fund structures to advise on best practices for fund setup, transitions, and ongoing operations.
Fund Operations Oversight
- Collaborate with the Invest Managers, Product Management, Legal, and Transitions Management teams on new fund launches, terminations, and restructures.
- Solve complex problems relating to tax, fund accounting, and operations.
- Analyze of distributions, expenses, implication of large client redemptions, tax considerations, accrual rates, and others operational matters.
- Support regulatory filings, due diligence inquiries, and reporting requirements.
Relationship Management
- Manage third-party relationships including custodians, fund administrator and management company.
- Build strong, collaborative relationships with internal teams to ensure effective operations of the pooled funds to ensure seamless coordination across functions.
What Will Help You Succeed
- 2+ years of experience in fund oversight, fund operations, or investment management operations
- Experience with EU, US and Cayman funds is preferred
- Advanced proficiency in MS Office applications with a focus on Excel
- Proven analytical experience in modelling large volumes of complex data
- Excellent writing, listening and presentation skills with a proven ability to disseminate information effectively to other employees at all levels of the organization
- Well organized with strong attention to detail, able to focus on multiple priorities for extended periods of time and is capable of working under pressure and tight deadlines
- A natural talent for creative and independent thinking; continuous learner, always looking for ways to improve
- Enjoys challenging work in a close-knit team
- A university degree (or similar) in a relevant field such as Economics, Commerce or Accounting
About Connor, Clark & Lunn Financial Group
At Connor, Clark & Lunn Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com .
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
Apply for this Position
