Join a vibrant team as a Senior Analyst focused on private market operations. Engage in collaborative investment closings while optimizing workflows in a hybrid work environment. As a key player in private market portfolio operations, you will partner with cross-functional teams to support investment processes.

Responsibilities include reviewing documentation for accuracy, maintaining detailed investment records, and performing reconciliations. Your critical insights will help identify risks and streamline operational efficiencies within the team.

Key Responsibilities

- Ensure accurate documentation and system entries • Maintain records of capital calls and distributions • Track key investment lifecycle events for timely processing • Validate internal records against third-party data • Drive workflow improvements and operational policies Requirements:
- Undergraduate degree in Business or Finance • 2-5 years relevant experience is a plus • Advanced MS Excel knowledge essential • Strong problem-solving and analytical skills • Cooperative spirit with excellent communication Leverage your expertise to enhance investment operations and support a culture of innovation and operational excellence.

📌 Dynamic Senior Analyst for Private Market Operations and Records (Vancouver)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Vancouver