Institutional Portfolio Operations Analyst (British Columbia)

Institutional Portfolio Operations Analyst (British Columbia)

02 Sep
|
Connor, Clark & Lunn Financial Group (CC&L)
|
British Columbia

02 Sep

Connor, Clark & Lunn Financial Group (CC&L)

British Columbia

Become a vital part of Connor, Clark & Lunn as an Institutional Portfolio Operations Analyst on a one-year contract. You'll engage in billing, fee administration, and financial model development while enjoying a hybrid work environment.

As a member of the Institutional Portfolio Operations team, you will thrive in a team-oriented setting focused on operational excellence in asset management. This analyst role requires a minimum of two years of experience in investment management and offers clear pathways for professional growth. Your expertise will contribute directly to the success of institutional clients, enhancing overall operational efficiency.

Key Responsibilities:
• Serve as the operational contact for billing activities
• Calculate and coordinate institutional client management fees




• Develop financial models for fee negotiations
• Identify operational risks and recommend improvements
• Collaborate with cross-functional teams for operational excellence

Requirements:
• Undergraduate degree in business or related field
• Minimum 2 years in investment management
• Strong analytical and problem-solving skills
• Proficiency in Microsoft 365, especially Excel
• Excellent verbal and written communication skills

Support service quality and continuous improvement in your role, directly impacting our clients' investment success.
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📌 Institutional Portfolio Operations Analyst (British Columbia)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 British Columbia

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