Analyst for Portfolio Operations (Ontario)

Analyst for Portfolio Operations (Ontario)

02 Sep
|
Connor, Clark & Lunn Financial Group
|
Ontario

02 Sep

Connor, Clark & Lunn Financial Group

Ontario

Enhance your career with Connor, Clark & Lunn as an Analyst in their Institutional Portfolio Operations team on a 1-year contract. Engage in a hybrid work environment while contributing to effective billing and operational processes.

As a vital team member, you will utilize your analytical skills to manage billing activities, generate financial models, and collaborate with various departments. Experience in institutional asset management is crucial, along with a keen interest in enhancing operational efficiencies across the board.

Key Responsibilities:
• Act as the main contact for billing inquiries and administration
• Calculate management fees and ensure timely invoicing
• Develop tools for client proposals and revenue forecasting




• Oversee fund expense payments across investment products
• Address operational risks and optimize processes

Requirements:
• Degree in business administration or similar field
• At least 2 years in investment management settings
• Advanced skills in Microsoft 365 applications
• Effective communication and problem-solving abilities
• Enthusiastic team player focused on process enhancements

Utilize your financial acumen and team-oriented spirit to excel in the role at Connor, Clark & Lunn.
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📌 Analyst for Portfolio Operations (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario

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