Analyst – Performance - $70,000 - $90,000 A Year (Vancouver)

Analyst – Performance - $70,000 - $90,000 A Year (Vancouver)

15 Aug
|
Connor, Clark & Lunn Financial Group
|
Vancouver

15 Aug

Connor, Clark & Lunn Financial Group

Vancouver

Connor, Clark & Lunn Financial Group Ltd.Vancouver, BCWe are looking for anAnalyst – Performance & NAV Managementto join our Vancouver basedInvestment Data & Analytics Team (IDA). The Performance & NAV Management Team (PNM) resides within the middle office of Connor, Clark & Lunn Financial Group (CC&LFG) and is responsible for delivering timely and accurate NAV data and post-trade analytics that supports the investment management process of all CC&L affiliates. The team collaborates with both internal and external stakeholders to ensure NAV and performance reporting are effectively managed. This is a fantastic opportunity to be part of a dynamic strategic team whose scope, visibility and importance continue to grow. We place a high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are a solution orientated and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. This is a Vancouver based role, which offers flexibility between working from home and the office.What You Will DoProduce Daily and Monthly performance reports across multiple affiliates and productsManage the transitions process related to investment performance, which includes onboarding and communication around new products/clients, restructures and closing portfoliosSynchronize pooled fund NAVs, which involves analyzing transactions and security pricing, connecting with external custodians and internal teams across all CC&L affiliatesProduce timely and accurate investment data for key stakeholders and consultant database vendorsSupport ad-hoc data, reporting, RFP,



DDQs and sales and marketing requestsDevelop and manage relationships with both internal and external stakeholdersProactively seek out and implement creative process/workflow improvements to increase efficiency, mitigate risk, and increase the level of serviceWrite and update procedure documentation as requiredSupport the manager in a variety of ad-hoc tasks and projectsWhat You BringEducation – You have a degree in Finance, Commerce, Business Administration, or a related field. Enrollment in the CFA or CIPM program is an asset.Industry Knowledge – a minimum of 1-2 years of experience in the investment management industry with exposure to investment analytics or investment performance measurement is an asset.Problem Solver – You possess an analytical mindset and able to break down complex processes into components in order to logically deduce the root cause of issues.Collaborative – You have a collaborative spirit that helps you to work well with others and communicate effectively.Self-Motivated – You have a passion for advancing the quality, scale, and efficiency of data processes and taking ownership of multiple processes with keen attention to detail.Continuous Process Improvement Mindset – You constantly take a critical eye to processes with the goal of finding improvement opportunities while managing multiple responsibilities.The salary range for this position is $70,000 - $90,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition,



there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.About Connor, Clark & Lunn Financial GroupAt CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.For a closer look at how you can build your career with us, we invite you to explore CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.To apply for this position, please submit your resume and cover letter as one PDF.Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted.Apply for this Position

📌 Analyst – Performance - $70,000 - $90,000 A Year (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver

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