Manager, Institutional Client Reporting

Are you interested in joining one of Canadas top performing asset managers We are looking for a Manager Institutional Client Reportingfor an existing vacancy in ourInstitutional Client Reporting this leadership role you will oversee our Institutional Client Reporting function - leading a high-performing team responsible for the accurate setup governance production review sign-off and distribution of institutional client reports. You will provide reporting operations expertise and development leadership in support of CC&LFGs institutional investment affiliates working closely with stakeholders across the organization including frequent collaboration with affiliates Client Relationship Managers. This is a hands-on leadership role requiring strong operational judgment and a deep understanding of client reporting processes and systems. While you will set direction and drive improvements you will also be expected to maintain strong functional expertise to periodically support and back up team members to ensure continuity quality and timely delivery. Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.

• Oversee both the Operations and Development functions within Institutional Client Reporting balancing day-to-day delivery with the continuous evolution of reporting systems tools and processes.
• Lead and oversee the endtoend client reporting functions establishing quality controls and performance standards to ensure accurate timely and highquality delivery of complex institutional reports.
• Act as a reporting authority and escalation point partnering with Client Relationship Managers and crossfunctional stakeholders to resolve complex issues manage risk and support client outcomes.
• Provide oversight for the setup governance and ongoing management of institutional client accounts data integrity and reporting deliverables ensuring alignment with organizational standards and client expectations.
• Support the strategic direction for report design and innovation guiding the development and enhancement of reporting solutions through automation advanced logic and effective use of proprietary and thirdparty tools.
• Translate business strategy into reporting capabilities working closely with development and technology teams to prioritize initiatives define requirements and ensure scalable sustainable technical solutions.
• Drive continuous improvement initiatives across reporting processes proactively identifying opportunities to enhance efficiency strengthen controls reduce operational risk and align with industry best practices.
• Own people-management responsibilities including recruitment involvement onboarding and training goal setting formal performance reviews and ongoing professional development of team members and act as the primary escalation point for complex reporting technical and process-related matters.
• Lead reporting initiatives and projects ensuring business needs are clearly defined solutions are delivered effectively and outcomes support broader organizational objectives.

• You offer a relevant undergraduate degree and 5 years of relevant experience in a comparable role or with transferable skills preferably in financial services or investment management complemented by experience building leading and sustaining highperforming teams
• You foster a culture of innovation by encouraging your team to challenge existing practices explore new technologies and continuously evolve reporting solutions in support of longterm business and client objectives
• You lead through influence and partnership building strong relationships across functions aligning stakeholders around shared goals and promoting a oneteam mindset that supports collective success
• You provide structure and clarity in a dynamic environment effectively prioritizing work balancing competing demands and enabling your team to deliver consistently while adapting to changing business needs
• You approach challenges with a strategic perspective guiding your team to assess risks evaluate tradeoffs and implement scalable solutions that support sustainable outcomes
• You communicate with clarity and purpose setting expectations providing constructive feedback and ensuring alignment across teams and leadership. You navigate complex conversations with professionalism confidence and empathy
• You bring a strong understanding of reporting technologies and tools enabling informed decisionmaking guiding technical direction and supporting your team in leveraging systems effectively. Understanding of Microsofts Power Platform (Power BI Power Automate Power Apps Fabric) and familiarity with SimCorps Coric Client Communication solution is an asset
• You draw on your industry experience to provide sound judgment contextual guidance and coaching helping your team navigate complex institutional reporting requirements with confidence
• You champion a clientfirst mindset across the team ensuring client needs are anticipated service standards are upheld and interactions reflect professionalism trust and accountability

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CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender ethnicity religion sexual orientation or expression disability or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening assessment or selection of applications at this time.