Institutional Portfolio Reconciliation Analyst (Ontario)

Institutional Portfolio Reconciliation Analyst (Ontario)

18 Aug
|
Connor, Clark & Lunn group
|
Ontario

18 Aug

Connor, Clark & Lunn group

Ontario

Join Connor, Clark & Lunn as an Institutional Portfolio Reconciliation Analyst in Toronto. This pivotal hybrid role requires solid analytical skills to ensure accurate investment operations.

In this role, you will be part of a dedicated and energetic team responsible for reconciling various investment items. Your work will include cash, transactions, and holdings reconciliations, along with proactive communication with custodians and portfolio managers. You’ll play a significant role in enhancing process efficiency and automation.

Key Responsibilities:
• Handle reconciliations for cash, derivatives, and various investments
• Investigate and resolve discrepancies with custodians
• Perform timely month-end reconciliation of accounts




• Provide accurate and prompt data for audits
• Engage in ongoing process improvement initiatives

Requirements:
• Postgraduate degree in Finance or Business Administration
• Minimum 2 years’ experience in institutional investment
• Ability to think critically and analyze data effectively
• Computer literate with Excel proficiency
• Commitment to teamwork and high professional standards

Bring your strong analytical skills and ambition to improve processes at Connor, Clark & Lunn.
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📌 Institutional Portfolio Reconciliation Analyst (Ontario)
🏢 Connor, Clark & Lunn group
📍 Ontario

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