Institutional Portfolio Senior Analyst Role (Ontario)

Institutional Portfolio Senior Analyst Role (Ontario)

21 Aug
|
Connor, Clark & Lunn Financial Group (CC&L)
|
Ontario

21 Aug

Connor, Clark & Lunn Financial Group (CC&L)

Ontario

Join CC&L; as a Reconciliation Senior Analyst and play a key role in our Institutional Portfolio Operations team. This pivotal hybrid role focuses on ensuring accurate reconciliation of various financial assets for diverse institutional clients.

With a postgraduate degree and at least 4 years of industry experience, you'll reconcile holdings, cash, and derivatives. Your problem-solving acumen will be essential in addressing reconciliation discrepancies while you engage directly with custodians and portfolio managers to facilitate communication. You'll also help drive process enhancements for greater efficiency.

Key Responsibilities:
• Perform reconciliation of transactions, holdings, and derivatives
• Analyze discrepancies and escalate issues as needed




• Communicate portfolio information to stakeholders
• Assist with audit preparation and data accuracy
• Participate in the continuous improvement of operational processes

Requirements:
• Master’s degree in Finance, Business, or related field
• 4+ years of experience in reconciliation within finance
• Robust analytical, verbal, and written skills
• Proficient in Excel and data management tools
• Dedicated and driven team player

Drive your career forward while supporting CC&L;'s mission of investment excellence.
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📌 Institutional Portfolio Senior Analyst Role (Ontario)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Ontario

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