Become a part of the Retail Portfolio Operations team at Connor, Clark & Lunn in Vancouver. This analyst role focuses on data management, client portfolio analysis, and operational efficiency. In your role as a Retail Portfolio Operations Analyst, you will work collaboratively to maintain and enhance the integrity of client portfolios and fund information.

Candidates should enjoy problem-solving and adapting processes to improve operational efficiencies within a high-performing team atmosphere. Key Responsibilities:

- Reconcile client portfolio cash flows and holdings
- Liaise with custodians and fund administrators
- Generate client reports for high-net-worth investors
- Support trading and monitoring of pooled funds
- Assist with process improvement projects for the organization

Requirements:

- Degree in Business, Finance, or similar fields
- Advanced MS Excel proficiency required
- At least two years of investment-related work experience
- Strong analytical and logical thinking skills
- Team-oriented mindset with excellent communication

Advance your career and apply your expertise with CC&L; Financial Group's Investment Resource Group in a supportive atmosphere.

📌 Analyst Role in Retail Portfolio Operations (Vancouver)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Vancouver