Institutional Portfolio Operations Analyst (Ontario)

Institutional Portfolio Operations Analyst (Ontario)

29 Aug
|
Connor, Clark & Lunn Financial Group
|
Ontario

29 Aug

Connor, Clark & Lunn Financial Group

Ontario

Join Connor, Clark & Lunn as an Institutional Portfolio Operations Analyst on a 1-year contract. Combine your expertise in financial modeling with hybrid working flexibility to enhance operations and support client success.

This role requires an analytical mind and at least two years in investment management. As an Institutional Portfolio Operations Analyst, you will act as a key contact for billing activities, manage invoicing, and develop financial models. Your collaboration with cross-functional teams will drive operational excellence.

Key Responsibilities:
• Provide billing support to clients and internal teams
• Calculate fund management fees and generate invoices
• Develop analytical tools for fee negotiations




• Coordinate payment of fund expenses accurately
• Identify risks and recommend operational improvements

Requirements:
• Undergraduate degree in business or related field
• Minimum 2 years in investment management industry
• Proficiency in Microsoft 365, especially Excel and Power BI
• Robust communication and problem-solving skills
• Self-motivated with a drive for process improvement

Leverage your skills in financial operations to contribute to the success of Connor, Clark & Lunn.
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📌 Institutional Portfolio Operations Analyst (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario

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