07 Sep
|
Connor, Clark & Lunn Financial Group (CC&L)
|
British Columbia
07 Sep
Connor, Clark & Lunn Financial Group (CC&L)
British Columbia
Explore a unique opportunity at Connor, Clark & Lunn as an Institutional Portfolio Operations Analyst on a one-year contract, with a blend of remote and in-office work. Your contributions will focus on billing and fee administration among other operational tasks.
As part of a close-knit team, you will leverage your expertise in investment management to improve operational workflows and drive success for clients. This challenging role requires a minimum of two years of experience, allowing you to play an integral part in collaboration with multiple internal departments, ensuring excellence in service delivery.
Key Responsibilities:
• Act as a primary contact for operational billing support
• Calculate and oversee distribution of client billing
• Develop models for fee negotiation and revenue forecasts
• Identify operational gaps and enhance scalability
• Work cross-functionally to ensure operational success
Requirements:
• Undergraduate degree in a relevant field
• 2+ years in investment management workplace
• Expertise in Microsoft Excel and Power BI
• Strong communication and interpersonal skills
• Ambitious, self-motivated approach to problem-solving
Drive operational excellence with innovative solutions and clearly defined procedures in a supportive team environment.
#J-18808-Ljbffr
📌 Hybrid Institutional Portfolio Analyst Role (British Columbia)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 British Columbia