Join Connor, Clark & Lunn Financial Group in Toronto as a Retail Portfolio Operations Analyst. This hybrid role allows you to leverage your finance skills while enhancing team collaboration and client service.

As a Retail Portfolio Operations Analyst, you will maintain and reconcile portfolios, respond to client inquiries, and produce detailed client reports for High-Net-Worth clients. Your expertise in investments and problem-solving will be essential in a team that values collaboration and innovation in operational processes. This role is ideal for those seeking a dynamic work workplace.

Key Responsibilities:
• Maintain portfolio and fund data accuracy
• Interact with external custodians and business teams
• Handle client portfolio queries efficiently




• Generate client reports on performance metrics
• Assist in process enhancement initiatives for CC&L;

Requirements:
• Degree in Business, Finance, or Economics
• At least two years of relevant investment experience
• Strong skills in MS Excel required
• Effective communication and teamwork skills
• Capacity to meet strict deadlines

Become a vital member of our Retail Portfolio Operations team, advancing your career while contributing positively to client service.
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📌 Retail Portfolio Operations Analyst at CC&L (Ontario)
🏢 Connor, Clark & Lunn group
📍 Ontario