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 ye...