Boost your career in investment as a Portfolio Operations Analyst with CC&L; Financial Group in Vancouver. This hybrid role focuses on data management and teamwork for portfolio efficiency.

As a key member of the Retail Portfolio Operations team, you will play a crucial role in managing client data and ensuring operational efficiency. Collaborating with diverse teams, you’ll respond to client queries and produce detailed reports for High-Net-Worth clients while driving process improvements.

Key Responsibilities: • Reconcile client portfolio and fund cash flows • Engage with custodians and investment professionals • Generate reports for high-net-worth clientele • Monitor trading and manage client accounts • Contribute to process enhancement initiatives

Requirements: • Degree in Business, Finance, or Economics • Advanced MS Excel capabilities and investment account knowledge • Minimum of two years related experience • Ability to problem-solve in high-pressure situations • Strong collaboration and communication skills

Leverage your analytical skills to excel in this vibrant investment workplace at CC&L; Financial Group. #J-18808-Ljbffr

📌 Investment Portfolio Operations Analyst Hybrid (Winnipeg)
🏢 Connor, Clark & Lunn Financial Group
📍 Winnipeg