Analyst in Institutional Portfolio Operations (Manitoba)

Analyst in Institutional Portfolio Operations (Manitoba)

03 Sep
|
Connor, Clark & Lunn group
|
Manitoba

03 Sep

Connor, Clark & Lunn group

Manitoba

Explore the energetic role of an Analyst in Institutional Portfolio Operations at Connor, Clark & Lunn Financial Group, based in Toronto or Vancouver. This hybrid contract opportunity focuses on billing and operational excellence.

As an Analyst on our Institutional Portfolio Operations team, you will contribute significantly to our clients' success through billing activities, fee calculations, and collaboration with cross-functional teams. This is an exciting chance to deepen your knowledge in asset management and grow your career with CC&L.;

Key Responsibilities:
• Serve as a contact for billing and operational queries
• Calculate management fees and generate invoices
• Develop analytical tools for business initiatives




• Ensure accurate processing of fund expenses
• Identify operational gaps and propose enhancements

Requirements:
• Degree in business administration or similar field
• At least 2 years in investment management roles
• High proficiency with Excel, SharePoint, and Power BI
• Strong communication and problem-solving skills
• Self-motivated with a commitment to excellence

Join CC&L; as you leverage your skills in financial operations for impactful client service.
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📌 Analyst in Institutional Portfolio Operations (Manitoba)
🏢 Connor, Clark & Lunn group
📍 Manitoba

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