Interested in joining one of Canada’s top performing asset managers? We are looking for aClient Transitions Analystfor an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.What You Will DoManage the onboarding of Institutional Canadian, US and global clientsBe the key contact in the onboarding process with external stakeholders including clients, custodians and consultantsAnalyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up current clientsWork diligently with investment managers, sales, compliance and operations teamsBuild trust with external and internal stakeholders, and apply a disciplined,



proactive and flexible approach to manage the onboardingCoordinate client restructures including changes to mandates, benchmarks and account transfersManage client KYC requirements and applicationsMaintenance of onboarding tools, project plans and documentationWhat You Bring3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferredAnalytical, creative and growth mindset with the ability to problem solve and create thoughtful solutionsExperience collaborating with internal stakeholders on understanding client and project requirements and executing plansExcellent interpersonal skills, emotional intelligence and a high level of integrityDetail-focused and the willingness to dive deep into processes and operational requirementsSalary range for this position is $65,000 - $80,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.#J-18808-Ljbffr

📌 Analyst, Client Transitions Management - C$65,000 - C$80,000 A Year (Winnipeg)
🏢 Connor, Clark & Lunn group
📍 Winnipeg