Vancouver-Based Portfolio Analyst Role (British Columbia)

Vancouver-Based Portfolio Analyst Role (British Columbia)

18 Aug
|
Socket.dev
|
British Columbia

18 Aug

Socket.dev

British Columbia

Step into a transformative role at Connor, Clark & Lunn Investment Management as a Portfolio Management Analyst in Vancouver. Focus on operational excellence while collaborating with investment professionals and utilizing advanced technology.

In this position, you will be integral to CC&L;'s Fundamental Canadian Equity Team, overseeing portfolio operations. Your responsibilities include executing transactions, resolving compliance issues, and implementing process improvements. Work at the forefront of portfolio management by integrating AI and automation effectively.

Key Responsibilities:
• Execute rebalancing and manage daily portfolio cash flow
• Address compliance flags and specific client constraints




• Monitor portfolio risk metrics and performance attribution
• Troubleshoot and ensure system efficiency
• Work closely with Portfolio Managers and traders

Requirements:
• 2-5 years of relevant experience in finance
• Proven analytical abilities and detail orientation
• Solid collaborative and communication skills
• Comprehensive understanding of financial management
• A degree in Finance or Computer Science is advantageous

Contribute to CC&L;’s investment strategies while driving process improvements in portfolio management.
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📌 Vancouver-Based Portfolio Analyst Role (British Columbia)
🏢 Socket.dev
📍 British Columbia

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