Elevate your career as a Retail Portfolio Operations Specialist with one of Canada's premier asset managers. This position offers a hybrid working arrangement, blending office and remote collaboration.As a key player on our Retail Portfolio Operations team, your responsibilities will involve maintaining client portfolios, reconciling fund data, and addressing client inquiries. Your role will include producing detailed reports for High-Net-Worth clients and enhancing operational processes to optimize efficiency.Key Responsibilities:Reconcile client cash, holdings, and fund cash flowsLiaise with external custodians and internal teamsProduce detailed client reports for investment trackingSupport performance inquiries related to transactional dataCoordinate account transfers with various custodiansRequirements:Degree in Business, Finance, or similar fieldAdvanced computer skills, particularly with MS ExcelOne year of experience in investment banking or related fieldStrong rationale and logical thinking capacityCollaborative and effective communicatorBecome an integral part of our Retail Portfolio Operations team and contribute to impactful investment management.

📌 Retail Operations Specialist In Asset Management (Toronto)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 Toronto