Institutional Portfolio Reconciliation Specialist (Vancouver)

Institutional Portfolio Reconciliation Specialist (Vancouver)

16 Oct
|
Connor, Clark u0026 Lunn Financial Group
|
Vancouver

16 Oct

Connor, Clark u0026 Lunn Financial Group

Vancouver

Join Connor, Clark & Lunn as an Institutional Portfolio Reconciliation Specialist in a hybrid work model. Engage deeply in asset management reconciliations and enhance your financial skills with a dedicated team. We are seeking a Reconciliation Specialist to join our Institutional Portfolio Operations team.

This critical role supports the success of our diverse clientele including pension funds and foundations. Candidates should possess solid analytical skills and a genuine interest in the investment industry to thrive in this position. Key Responsibilities:

- Reconcile cash, transactions, and derivatives efficiently
- Communicate with portfolio managers and custodians
- Investigate reconciliation discrepancies with a proactive approach
- Assist with audits and provide timely data
- Participate in process improvements and project implementations Requirements:
- Postgraduate degree in Finance or similar field
- Minimum 2 years in investment operations
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and analysis
- Interest in continuous learning and development Bring your problem-solving skills and analytical mindset to elevate our reconciliation processes at Connor, Clark & Lunn.

📌 Institutional Portfolio Reconciliation Specialist (Vancouver)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Vancouver

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