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 setting. 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
Solid 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