Analyst in Portfolio Management at CC&L (British Columbia)

Analyst in Portfolio Management at CC&L (British Columbia)

18 Aug
|
Connor, Clark & Lunn group
|
British Columbia

18 Aug

Connor, Clark & Lunn group

British Columbia

Join Connor, Clark & Lunn as a Portfolio Management Analyst in Vancouver, focusing on crucial operational management within a dynamic investment environment. This role is pivotal in driving portfolio performance improvements.

As part of CC&L;’s Fundamental Canadian Equity Team, you will manage day-to-day portfolio operations while collaborating with Portfolio Managers and traders. Your insights will enhance processes and help identify technologies like AI that streamline investment management. This hands-on position is ideal for those who enjoy working in high-stakes financial contexts.

Key Responsibilities:
• Oversee portfolio changes with cash flow management and rebalancing
• Investigate compliance flags and manage client-specific portfolio needs
• Monitor risks and performance,



escalating issues to Portfolio Managers
• Ensure system efficiency by troubleshooting operational tools
• Work closely with trading and research teams for seamless operations

Requirements:
• 2-5 years of relevant experience in finance
• Detail-oriented with high accuracy standards
• Strong communication and teamwork skills
• Knowledgeable in financial theory and investment management
• Ability to leverage technology for process improvement

Enhance portfolio efficiency and grow your skilled expertise with CC&L;'s seasoned investment team.
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📌 Analyst in Portfolio Management at CC&L (British Columbia)
🏢 Connor, Clark & Lunn group
📍 British Columbia

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