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 setting.

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. #J-18808-Ljbffr

📌 Retail Portfolio Operations Analyst at CC&L (Winnipeg)
🏢 Connor, Clark & Lunn group
📍 Winnipeg