Institutional Portfolio Operations Analyst (British Columbia)

Institutional Portfolio Operations Analyst (British Columbia)

29 Aug
|
Connor, Clark & Lunn Financial Group
|
British Columbia

29 Aug

Connor, Clark & Lunn Financial Group

British Columbia

Elevate your career with Connor, Clark & Lunn as an Institutional Portfolio Operations Analyst on a 1-Year Contract. This hybrid role requires strong analytical skills and operational expertise in asset management.

As part of the Institutional Portfolio Operations team, this Analyst role is vital for the firm and its clients. You will engage directly with billing activities and support institutional clients by providing insights on fee administration and invoicing. This position offers a chance to gain valuable experience in a collaborative work environment, driving growth within asset management while enhancing your skill set.

Key Responsibilities:
• Provide operational support for billing activities and client inquiries
• Calculate management fees and generate invoices efficiently




• Develop financial models for revenue forecasts and proposals
• Administer fund expenses accurately across investment products
• Identify risks and recommend process improvements

Requirements:
• Undergraduate degree in business or related field
• Minimum 2 years experience in investment management
• Solid verbal and written communication skills
• Proficiency in Microsoft 365 and automation tools
• Problem-solving mindset with a proactive approach

Become an integral part of CC&L;'s success with your analytical expertise.
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📌 Institutional Portfolio Operations Analyst (British Columbia)
🏢 Connor, Clark & Lunn Financial Group
📍 British Columbia

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