Elevate your career with Connor, Clark & Lunn as a Reconciliation Analyst in the Institutional Portfolio Operations team. This hybrid role focuses on cash and transaction reconciliations while enhancing your financial acumen.
As a critical part of the Institutional Portfolio Operations team, you'll work with energetic professionals committed to client success, including individuals and institutions. With at least two years in investment operations, you will leverage your analytical skills to reconcile various investments and communicate with custodians and brokers. The role offers opportunities for personal growth and process improvement.
Key Responsibilities:
• Reconcile cash, transactions, and various investment holdings
• Investigate reconciliation discrepancies due to shareholder activities




• Navigate custodian websites for cash and holdings reports
• Communicate with custodians and prime brokers effectively
• Assist with audits, providing accurate client account data
Requirements:
• Postgraduate degree in Finance or related field
• Minimum 2 years experience in investment operations
• Robust verbal and written communication skills
• Proficiency in Microsoft Excel
• Passion for investment industry knowledge and growth
Contribute to the success of CC&L; while developing your salary potential and career path.
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📌 Hybrid Reconciliation Analyst at CC&L (Toronto)
🏢 Socket.dev
📍 Toronto