Become a vital part of the Institutional Portfolio Operations team at Connor, Clark & Lunn as an Analyst. This hybrid position involves processing client instructions, managing fee calculations, and enhancing operational efficiency.
As an Analyst, you will have a direct impact on the investment success of various institutional clients. Ideal candidates should have at least two years of experience in an institutional investment setting, demonstrating operational expertise. You will engage in reporting processes, communicate portfolio information, and participate in projects aimed at increasing efficiency and scalability.
Key Responsibilities:
• Process client subscription and redemption instructions daily
• Calculate management fees for clients and funds monthly




• Prepare AUM reporting for multiple teams
• Drive operational projects focusing on automation
• Communicate vital portfolio information efficiently
Requirements:
• Undergraduate degree in business or finance
• Minimum 2 years of experience in institutional investments
• Strong problem-solving and communication skills
• Familiarity with financial software applications
• Advanced proficiency in Microsoft Excel
Support institutional clients by ensuring accurate processing and enhancing operational effectiveness at CC&L.;
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📌 Analyst, Institutional Portfolio Operations at CC&L (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver