Elevate your career as a Retail Portfolio Operations Analyst with CC&L; Financial Group in Vancouver. This hybrid role emphasizes process improvement, data analysis, and collaboration.
Join a agile team at CC&L; Financial Group, passionate about investment portfolio management. The Retail Portfolio Operations Analyst will maintain and reconcile client and fund data and enhance operational efficiencies. You will work alongside talented colleagues and enjoy significant learning opportunities in this lively environment.
Key Responsibilities:
• Maintain and reconcile client portfolio and fund data
• Collaborate with custodians and investment teams
• Produce reports for High-Net-Worth clients
• Trade pooled funds and manage client accounts
• Assist in process enhancement projects
Requirements:
• Undergraduate degree in Business, Finance, or related fields
• Strong MS Excel skills and knowledge of investment accounts
• At least two years of relevant experience
• Proven problem-solving skills under pressure
• A collaborative spirit with effective communication
Combine your analytical abilities and teamwork to thrive in investment operations at CC&L; Financial Group.
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📌 Retail Portfolio Operations Analyst Vancouver
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver