Contract Analyst in Investment Operations (Ontario)

Contract Analyst in Investment Operations (Ontario)

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

04 Sep

Connor, Clark & Lunn Financial Group

Ontario

Step into a pivotal role as a Contract Analyst in Institutional Portfolio Operations with Connor, Clark & Lunn. Operate in a hybrid work model while driving excellence in billing and financial management on a 1-year contract.

This challenging role involves collaborating with multiple teams to manage client billing, expense processing, and revenue reporting. Your expertise in the investment management industry and advanced technical skills will be essential to improving operational processes and supporting client relationships effectively.

Key Responsibilities:
• Serve as the primary point for billing support and inquiries
• Calculate and coordinate fund management fees and invoices
• Create financial models to back client proposals




• Manage payment processes for fund expenses accurately
• Identify and address inefficiencies for smoother operations

Requirements:
• Bachelor’s degree in business or related discipline
• Minimum 2 years’ experience in asset management
• Proficient in Microsoft 365, particularly Excel and automation tools
• Robust verbal and written communication skills
• Motivated to drive process improvements and enhance efficiency

Contribute significantly to operational success and client satisfaction at Connor, Clark & Lunn.
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📌 Contract Analyst in Investment Operations (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario

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