19 Aug
|
Connor, Clark & Lunn group
|
Winnipeg
19 Aug
Connor, Clark & Lunn group
Winnipeg
Join Connor, Clark & Lunn as an Institutional Portfolio Reconciliation Analyst in Toronto. This pivotal hybrid role requires strong 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 solid analytical skills and ambition to improve processes at Connor, Clark & Lunn. #J-18808-Ljbffr
📌 Institutional Portfolio Reconciliation Analyst (Winnipeg)
🏢 Connor, Clark & Lunn group
📍 Winnipeg