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

Connor, Clark & Lunn Investment Management ("CC&L;"), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for a Portfolio Management Analyst to join our Vancouver-based Fundamental Canadian Equity Team. As the PM Analyst, you will own the day-to-day operational management of these portfolios, keeping them running smoothly, driving continuous improvement, and delivering real impact on the team's efficiency, costs, and ultimately portfolio performance. In doing so, you enable our Portfolio Managers to focus their time where it creates the most value: investment decision-making.

This is not a back-office role. You will work daily with Portfolio Managers, research analysts and traders, and have a clear mandate to make the process better. This includes identifying where emerging technologies such as AI and automation can improve the efficiency, robustness and scalability of how we manage portfolios.

CC&L;'s Fundamental Equity Team is comprised of talented, motivated and entrepreneurial professionals who manage over $22 billion in fundamental Canadian equity mandates. This is a fantastic opportunity to contribute to, as well as learn and grow with, one of Canada's leading investment management teams.

What You Will Do Ongoing Portfolio Management:

- Execute portfolio changes, including rebalancing and daily cash flow management across all mandates
- Monitor, investigate and resolve compliance flags, and manage portfolio-specific constraints and client requirements
- Monitor portfolio risk and performance attribution, escalating items requiring Portfolio Manager attention
- Ensure portfolio management systems and tools are running smoothly, troubleshooting issues as they arise
- Collaborate daily with Portfolio Managers, research analysts and the trading team to keep portfolios operating seamlessly

Manage And Improve Portfolio Management Processes

- Develop an understanding of the investment, process and systems components required to manage portfolios
- Own the workflow for process improvement: identify challenges and opportunities, prioritize them, and drive enhancements through to implementation with all stakeholders
- Play a leading role in how the team leverages AI and automation. Identify practical applications, testing new tools, and embedding them into the portfolio management process so the team stays efficient and competitive as the technology evolves
- Effectively balance priorities and maintain perspective on the scope and cost-benefit of enhancements

What You Bring

- Industry Experience: two to five years of related work experience. Strong analytical skills and ability to think critically and creatively.
- Attention to Detail: A high standard of accuracy. You catch the things that matter in a role where precision protects clients and the firm.
- Collaborative: Strong interpersonal and communication skills and a desire to work in a team environment.
- Financial Knowledge: Keen understanding of financial theory and investment management.
- Process and Systems Knowledge: Keen understanding of process management and a desire to leverage technology to solve problems.
- Self-Starter: Motivated and willing to take personal responsibility for quality and timeliness of work.
- Time Management:



Proven ability to manage and prioritize multiple ongoing projects, daily responsibilities and understand the broader scope of priorities.
- Education: A degree in Finance or Computer Science and completion of CFA are all considered assets.

The base salary range for this role is $75,000 – $125,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications. To apply for this position, please submit your resume.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. Successful applicants must be eligible to work in Canada on their start date.

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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I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L; processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

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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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You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances. If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance.

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Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our robust, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return. When you join our team, you’ll have the opportunity to make a real impact through meaningful work. It’s a place where you can grow your skills and contribute to our business. Connor, Clark & Lunn Investment Management 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.

Learn more by exploring our website: www.cclinvest.com/

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