10 Sep
|
Connor, Clark & Lunn Financial Group (CC&L)
|
Canada
10 Sep
Connor, Clark & Lunn Financial Group (CC&L)
Canada
Explore a unique prospect 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 environment • Expertise in Microsoft Excel and Power BI • Solid communication and interpersonal skills • Ambitious, self-motivated approach to problem-solving
Drive operational excellence with creative solutions and clearly defined procedures in a supportive team environment. #J-18808-Ljbffr
📌 Hybrid Institutional Portfolio Analyst Role Winnipeg (Canada)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Canada