Analyst, Institutional Portfolio Operations At Cc&l British Columbia

Analyst, Institutional Portfolio Operations At Cc&l British Columbia

02 Aug
|
Connor, Clark & Lunn Financial Group
|
British Columbia

02 Aug

Connor, Clark & Lunn Financial Group

British Columbia

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
• Robust 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 British Columbia
🏢 Connor, Clark & Lunn Financial Group
📍 British Columbia

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