Senior Institutional Portfolio Operations Analyst (Ontario)

Senior Institutional Portfolio Operations Analyst (Ontario)

21 Aug
|
Connor, Clark & Lunn Financial Group
|
Ontario

21 Aug

Connor, Clark & Lunn Financial Group

Ontario

Become a Reconciliation Senior Analyst at Connor, Clark & Lunn, focusing on delivering top-tier services within the Institutional Portfolio Operations team. This hybrid role offers a chance to hone your financial balancing skills.

In this critical position, you will be responsible for reconciling complicated investment portfolios, involving transactions, derivatives, and various financial products. Your 4+ years of experience in investment operations will be crucial as you interact with custodians and assist in audit processes. You will actively contribute to improving operational efficiencies and problem-solving initiatives within the IPO team.

Key Responsibilities:
• Perform reconciliations of transactions and alternative investments
• Investigate discrepancies related to corporate actions




• Develop processes to enhance operational efficiency
• Work closely with auditors for timely data provision
• Support improvement projects for IPO processes

Requirements:
• Postgraduate qualification in Finance, Business, or similar
• 4 years of relevant investment operations experience
• Proficient in Microsoft Office, especially Excel
• Robust communication for resolving complex issues
• Demonstrated analytical and problem-solving capabilities

Engage with institutional investments and redefine processes at CC&L; alongside driven professionals.
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📌 Senior Institutional Portfolio Operations Analyst (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario

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