Join Connor, Clark & Lunn Financial Group in Toronto as a Retail Portfolio Operations Analyst. This hybrid role allows you to leverage your finance skills while enhancing team collaboration and client service. As a Retail Portfolio Operations Analyst, you will maintain and reconcile portfolios, respond to client inquiries, and produce detailed client reports for High-Net-Worth clients.

Your expertise in investments and problem-solving will be essential in a team that values collaboration and innovation in operational processes. This role is ideal for those seeking a agile work environment. Key Responsibilities:

- Maintain portfolio and fund data accuracy
- Interact with external custodians and business teams
- Handle client portfolio queries efficiently
- Generate client reports on performance metrics
- Assist in process enhancement initiatives for CC&L; Requirements:
- Degree in Business, Finance, or Economics
- At least two years of relevant investment experience
- Strong skills in MS Excel required
- Effective communication and teamwork skills
- Capacity to meet strict deadlines Become a vital member of our Retail Portfolio Operations team, advancing your career while contributing positively to client service.

📌 Retail Portfolio Operations Analyst at CC&L (Toronto)
🏢 Connor, Clark u0026 Lunn group
📍 Toronto