Take the next step in your career as a Retail Portfolio Operations Analyst with CC&L; Financial Group in Vancouver. This role blends data analysis and collaboration to enhance investment services.
At CC&L; Financial Group, join a motivated Retail Portfolio Operations team committed to excellence. The Analyst will manage client and fund data, respond to portfolio inquiries, and collaborate with various investment teams. This challenging role offers significant professional growth opportunities.
Key Responsibilities:
• Maintain and reconcile cash and holdings data
• Collaborate with external custodians and teams
• Address client portfolio inquiries effectively
• Produce comprehensive reports for HNW clients
• Support process enhancement projects for operational improvements
Requirements:
• Bachelor’s degree in Business, Finance, or Accounting
• Proficient in MS Excel and investment accounts
• Two years of relevant work experience preferred
• Robust logical thinking and problem-solving skills
• Effective communication and collaboration abilities
Utilize your skills to make a meaningful impact on investment operations at CC&L; Financial Group.
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📌 Analyst for Retail Portfolio Operations (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver