Join Connor, Clark & Lunn as a Reconciliation Analyst within the energetic Institutional Portfolio Operations team. Engage with various financial products, supporting institutional clients through a hybrid work model.
As part of the Institutional Portfolio Operations team, you will reconcile cash, transactions, and holdings while addressing discrepancies. Your role will involve collaborating with custodians, portfolio managers, and auditors. This position provides a unique chance to deepen your understanding of the asset management landscape while contributing significantly to client success.
Key Responsibilities:
• Reconcile cash, transactions, and holdings daily
• Investigate reconciliation breaks from various shareholder activities




• Communicate with custodians and prime brokers for data resolution
• Oversee sensitive portfolio information flow
• Complete month-end reconciliations for timely client reviews
Requirements:
• Postgraduate degree in Finance or related field
• Minimum 2 years in investment operations
• Robust analytical skills and problem-solving ability
• Proficient in Microsoft Office, especially Excel
• Interest in process improvement and automation
Enhance your career in the investment industry with a key role in reconciliation and operational excellence at Connor, Clark & Lunn.
J-18808-Ljbffr

📌 Reconciliation Analyst At Connor, Clark & Lunn Toronto
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Toronto