Connor, Clark & Lunn Financial Group is looking for a Retail Portfolio Operations Analyst in Toronto. Embrace a hybrid working model while managing client portfolios and enhancing operational efficiencies.
This Retail Portfolio Operations Analyst position involves maintaining and reconciling client data, collaborating with external custodians, and responding to diverse client inquiries. With a focus on accuracy and teamwork, you will contribute significantly to our High-Net-Worth client services. If you are driven and possess a cooperative spirit, we encourage you to apply.
Key Responsibilities:
• Coordinate account transfers between custodians
• Trading pooled funds using Custom Trade Order Management
• Produce monthly and annual client performance reports




• Assist with operational process enhancements
• Maintain client data for invoicing and fee collection
Requirements:
• Bachelor's degree in Finance or Accounting
• Minimum two years of experience in a related field
• Advanced MS Excel proficiency
• Strong logical thinking and problem-solving skills
• Ability to work efficiently under changing conditions
Join our motivated team at Connor, Clark & Lunn and help us tackle operational challenges while supporting our clients.
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📌 Analyst Role in Retail Portfolio Operations (Toronto)
🏢 Connor, Clark & Lunn group
📍 Toronto