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 skilled growth prospects. 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
Solid 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.

📌 Analyst For Retail Portfolio Operations Vancouver
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Vancouver