01 Aug
|
Connor, Clark & Lunn group
|
Vancouver
01 Aug
Connor, Clark & Lunn group
Vancouver
Drive portfolio success with Connor, Clark & Lunn as a Portfolio Management Analyst in Vancouver. Collaborate with key professionals to enhance efficiency and impact portfolio performance.
In this on-site role with CC&L;’s Fundamental Canadian Equity Team, you will oversee daily portfolio operations, ensuring smooth execution and process improvements. Engage directly with Portfolio Managers and other team members while managing compliance, performance attribution, and risk assessment. This position will also focus on integrating AI and automation to optimize investment strategies.
Key Responsibilities:
• Execute portfolio changes, including rebalancing and cash flow management
• Monitor compliance flags and portfolio constraints for client requirements
• Analyze portfolio risk and performance, coordinating with Portfolio Managers
• Troubleshoot portfolio management systems and tools for efficiency
• Collaborate daily with analysts and traders to ensure operational continuity
Requirements:
• 2-5 years in investment management or related fields
• Strong analytical and critical thinking skills
• Excellent interpersonal and communication abilities
• Understanding of financial theory and investment management principles
• Familiarity with process management and technology integration
Leverage your analytical talents and team-oriented spirit to enhance the portfolio management efforts at CC&L; in Vancouver.
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📌 Portfolio Management Analyst Vancouver
🏢 Connor, Clark & Lunn group
📍 Vancouver