Connor, Clark & Lunn group
Institutional Portfolio Operations Senior Analyst
Job Description
Leap forward in your career as a Senior Analyst in Institutional Portfolio Operations with Connor, Clark & Lunn. This hybrid role demands expertise in financial reconciliations and asset management.
In this pivotal position, you will support the reconciliation processes that directly impact the success of our institutional clients. You will engage with cross-functional teams, analyzing financial discrepancies, and fostering enhanced operational efficiency. The role promises solid growth opportunities within the firm.
Key Responsibilities:
• Reconcile cash, transactions, and holdings efficiently
• Investigate and resolve shareholder activity discrepancies
• Communicate with brokers and custodians for data accuracy
• Ensure timely completion of month-end account reconciliations
• Participate in process automation and testing
Requirements:
• Postgraduate degree in Finance, Business, or related area
• 4 years of experience in investment reconciliation required...
In this pivotal position, you will support the reconciliation processes that directly impact the success of our institutional clients. You will engage with cross-functional teams, analyzing financial discrepancies, and fostering enhanced operational efficiency. The role promises solid growth opportunities within the firm.
Key Responsibilities:
• Reconcile cash, transactions, and holdings efficiently
• Investigate and resolve shareholder activity discrepancies
• Communicate with brokers and custodians for data accuracy
• Ensure timely completion of month-end account reconciliations
• Participate in process automation and testing
Requirements:
• Postgraduate degree in Finance, Business, or related area
• 4 years of experience in investment reconciliation required...