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 organizationRequirements:• Degree in Business, Finance, or similar fields• Advanced MS Excel proficiency required• At least two years of investment-related work experience• Strong analytical and logical thinking skills• Collaborative mindset with excellent communicationAdvance your career and apply your expertise with CC&L Financial Group's Investment Resource Group in a supportive atmosphere.#J-18808-Ljbffr
Analyst Role In Retail Portfolio Operations
CONNOR, CLARK & LUNN FINANCIAL GROUP (CC&L)
vancouver, vancouver
Published 25 days ago
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