Connor, Clark & Lunn Financial Group (CC&L)
Analyst Role in Retail Portfolio Operations
Job Description
Become a part of the Retail Portfolio Operations team at Connor, Clark & Lunn in Vancouver. This analyst role focuses on data management, client portfolio analysis, and operational efficiency.
In your role as a Retail Portfolio Operations Analyst, you will work collaboratively to maintain and enhance the integrity of client portfolios and fund information. Candidates should enjoy problem-solving and adapting processes to improve operational efficiencies within a high-performing team atmosphere.
Key Responsibilities:
• Reconcile client portfolio cash flows and holdings
• Liaise with custodians and fund administrators
• Generate client reports for high-net-worth investors
• Support trading and monitoring of pooled funds
• Assist with process improvement projects for the organization
Requirements:
• Degree in Business, Finance, or similar fields
• Advanced MS Excel proficiency required
• At least two ye...
In your role as a Retail Portfolio Operations Analyst, you will work collaboratively to maintain and enhance the integrity of client portfolios and fund information. Candidates should enjoy problem-solving and adapting processes to improve operational efficiencies within a high-performing team atmosphere.
Key Responsibilities:
• Reconcile client portfolio cash flows and holdings
• Liaise with custodians and fund administrators
• Generate client reports for high-net-worth investors
• Support trading and monitoring of pooled funds
• Assist with process improvement projects for the organization
Requirements:
• Degree in Business, Finance, or similar fields
• Advanced MS Excel proficiency required
• At least two ye...