Specialist, Institutional Portfolio Operations
Specialist, Institutional Portfolio Operations
Posted on :
14-06-2025
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1 Vacancy
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Job Description
Specialist Institutional Portfolio Operations
Connor Clark & Lunn Financial Group Ltd.
Vancouver BC
When you join the Institutional Portfolio Operations (IPO) team as a Specialist you are joining a group of tightknit energetic and social individuals who together have a direct impact on the investment success of individuals pension funds foundations and endowments First Nations and other institutional clients.
The Institutional Portfolio Operations Specialist is a critical part of our firm and clients success and is a challenging and rewarding role for the right individual. In this introductory role you will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor Clark & Lunn (CC&L).
What You Will Do
The Institutional Portfolio Operations Specialist serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role you will:
- Reconcile various items including but not limited to: cash transactions holdings futures various derivative products dividends soft dollars units and alternative investments.
- Communicate with custodians prime brokers portfolio managers and key personnel across CC&L to investigate and resolve reconciliation discrepancies.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
- Work with auditors to assist in providing accurate and timely data for audits of our institutional client accounts.
- Communicate with our custodians and prime brokers to set up daily delivery of external files for reconciliation purposes and to resolve data-related issues.
- Participate in operational projects focusing on automation efficiency and the scalability of IPOs services.
What You Will Bring
- Investment Knowledge:You have an undergraduate degree in Finance Economics Business Administration or related field and a genuine interest for the investment industry with a minimum of 4 years of experience in an institutional investment firm bank or trust company focusing on investment operations and reconciliations.
- Collaborative Communication:You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind:You have the ability to think rationally and problem solve effectively. Demonstrated experience in process improvement initiatives developing and automating process is beneficial.
- Critical Thinking:You have a proven ability to problem solve in situations with less than complete information. You demonstrate strong analytical skills with the ability to analyze and diagnose further develop solutions.
- Curiosity:You have a thirst for knowledge and lifelong learning. You learn quickly and take responsibility for own learning and development.
- Team Player:You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude:You are a sharp ambitious and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a go-getter.
The salary range for this position is $64000 - $69000 CAD annualized. The salary range provided reflects the base salary range for this position. Further questions may be directed to the HR team during the interview process
About Connor Clark & Lunn Financial Group
At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family ofaffiliatefirms collectively manage over $139 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family ofaffiliatefirms collectively manage over $139 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
For a closer look at how you can build your career with us we invite you to .
Connor Clark & Lunn 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.
We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
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Required Experience:
Unclear Seniority
Employment Type
Full Time
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