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
Robust 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 (Canada)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Canada