Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.
The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. You will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).
What You Will Do
The Institutional Portfolio Operations Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family and their clients. In this role, you will:
- Institutional Cash Notice: Process client subscription and redemption instructions daily in preparation for the trading teams.
- Institutional Billing: Process management fee calculations for institutional entities including clients, funds and affiliates on a monthly and quarterly basis.
- Assets Under Management (AUM) Reporting: Administer the AUM reporting process, preparing monthly and quarterly reports for Investment Teams, Sales Team, RFP Team and Upper Management.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
What You Will Bring
- Investment Knowledge: You have an undergraduate degree in business administration, commerce or a related field and a genuine interest for the investment industry.
- Industry knowledge: A minimum of 1 years of experience in an institutional investment firm, bank or trust company, where you have acquired operational expertise in at least one of the three areas: cash notice processing, billing and AUM reporting.
- Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind: You have the ability to think rationally, and problem solve effectively.
- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude: You are a sharp, self-motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter.”
- Technical Skills: Experience using various financial software applications, with an emphasis on portfolio accounting and client invoicing applications. Experience with Excel VBA, Power BI, Smartsheet and/or SQL considered an asset.
- Computer Skills: Proficiency with Microsoft Word, Excel, Outlook, Adobe and advanced expertise with Excel.
The starting salary for this position is $65,000 to $68,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
About Connor, Clark & Lunn Financial Group
At CC&L 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 client 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 cclgroup.com.
CC&L Financial Group 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
