13 Oct
|
Connor, Clark & Lunn Financial Group (CC&L)
|
British Columbia
13 Oct
Connor, Clark & Lunn Financial Group (CC&L)
British Columbia
Become a key contributor as a Reconciliation Specialist with Connor, Clark & Lunn in the hybrid Institutional Portfolio Operations team. Your role will directly impact investment success for various institutional clients.
In this challenging position, you will leverage your expertise in investment operations to reconcile cash, transactions, and holdings. Candidates with at least 2 years of experience in an institutional setting will thrive here. Develop your skills further in a supportive workplace focused on continuous improvement and efficiency in processes.
Key Responsibilities:
• Reconcile cash, transactions, holdings, and derivatives
• Communicate discrepancies with custodians and portfolio managers
• Navigate research platforms like Bloomberg and Reuters
• Complete month-end reconciliations for client accounts
• Participate in process improvement and automation initiatives
Requirements:
• Postgraduate degree in Finance or Business Administration
• Minimum 2 years experience in investment operations
• Proficiency in Microsoft Excel and analytical skills
• Strong verbal and written communication skills
• Initiative in problem solving and process enhancement
Elevate your career with a driven team at Connor, Clark & Lunn, enhancing your skills in the asset management industry.
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📌 Reconciliation Specialist at Connor, Clark & Lunn (British Columbia)
🏢 Connor, Clark & Lunn Financial Group (CC&L)
📍 British Columbia