28 Aug
|
Connor, Clark & Lunn group
|
Manitoba
28 Aug
Connor, Clark & Lunn group
Manitoba
Join Connor, Clark & Lunn Financial Group as an Institutional Portfolio Operations Analyst in Toronto or Vancouver. This hybrid contract role emphasizes billing operations, fee administration, and financial modeling.
We are seeking an Analyst for our Institutional Portfolio Operations team on a 1-year contract. This position requires expertise in billing activities, including invoicing and revenue reporting, along with collaboration across various teams. You will gain hands-on experience in the asset management field, crucial for career advancement at CC&L.;
Key Responsibilities:
• Act as key operational contact for billing activities
• Calculate fees and generate client invoices
• Develop models for fee negotiations and revenue forecasting
• Coordinate fund expenses for pooled investment products
• Identify risks and recommend operational improvements
Requirements:
• Undergraduate degree in business or related field
• Minimum 2 years experience in investment management
• Proficient in Microsoft 365 and Excel
• Robust verbal and written communication skills
• Ability to solve complex issues effectively
Enhance your analytical skills and operational excellence with CC&L; while impacting institutional clients' success.
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📌 Institutional Portfolio Operations Analyst (Manitoba)
🏢 Connor, Clark & Lunn group
📍 Manitoba