- About the Role
- Application Form
- About Connor, Clark & Lunn P…

Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candidate would work closely with the Manager of the Asset Mix & Trading team on client analysis, differentiated trading, Alternative investment management, as well as custom account Portfolio Management. The role will combine CC&L; Private Capital Trading & Execution practices along with initiatives that we are enabling to enhance our differentiated product base to provide value for our private clients. You’ll work in a team-oriented environment across the organization—supported by internal Private Capital and cross functional teams. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

- Pooled fund trade execution and oversight (including specialized SEG trading)
- Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
- Client analysis and Portfolio Management practices of standard and custom mandates
- Differentiated trading including but not limited to derivatives trading, SEG trading, Alternative Investment Capital call trading
- Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
- Contribute to collateral management for derivative trading
- Assist with cash management and monitoring for Alternative investment trusts
- Support client account constraint monitoring and related Portfolio Management considerations

What You Bring

- 2+ years’ experience in financial services or risk management, or in a related industry
- Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
- Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
- Experience using AI-assisted workflows would be an asset
- Experience with Salesforce, Charles River, KDB, would be an asset
- Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
- Functional/technical expertise, communication, collaboration
- Ownership, growth mindset, continuous improvement & innovation
- Planning, judgment & decision-making

The salary range for this position is $80,000 - $110,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process. Apply Now Thank you for applying.





Your application has been received - we appreciate the time and effort you put into submitting your application. Our Talent Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we’re looking for in this role. In the meantime, feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Financial Group! - Working at CC&L; | CC&L; Financial Group Ltd. Warm Regards, The Talent Acquisition Team

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The CC&L; Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing.

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Connor, Clark & Lunn Private Capital Ltd. is an affiliate of the Connor, Clark & Lunn Financial Group Ltd. (CC&L; Financial Group), one of the largest private, independently held asset management firms in Canada. CC&L; Financial Group and its diverse family of affiliates collectively manage over $222 billion in financial assets. Together, we provide a broad range of distinct and independently managed traditional and alternative investment products and services to our clients. CC&L; Private Capital provides professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $19.5 billion in client assets. Are you ready to take your career to the next level? At CC&L; Private Capital, you will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients.

Learn more by exploring our website: https://cclprivatecapital.com/

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