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
• Robust collaboration and communication skills
Leverage your analytical skills to excel in this vibrant investment environment at CC&L; Financial Group.
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📌 Investment Portfolio Operations Analyst Hybrid (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver