Analyst, Client Transitions Management
Analyst, Client Transitions Management
Posted on :
14-06-2025
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1 Vacancy
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Job Description
Analyst Client Transitions Management
Connor Clark & Lunn Financial Group Ltd.
Toronto ON
The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients investment strategies and operational requirements. The team manages over 400 transitions annually.
What You Will Do
- Manage the onboarding of Institutional Canadian US and global clients
- Be the key contact in the onboarding process with external stakeholders including clients custodians and consultants
- Analyze and identify operational and portfolio management requirements potential risks and client needs and work with internal teams to set up new clients
- Work diligently with investment managers sales compliance and operations teams
- Build trust with external and internal stakeholders and apply a disciplined proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintenance of onboarding tools project plans and documentation
What You Bring
- 3 years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
- Analytical creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Great communicator
- Excellent interpersonal skills emotional intelligence and a high level of integrity
- Detailed-focus and the willingness to dive deep into processes and operational requirements
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.
For a closer look at how you can build your career with us we invite you to .
CC&L 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.
To apply for this position please submit your resume and cover letter asone PDF.
We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be telephone calls or recruitment agencies will be accepted.
#LI-HYBRID #LI-CR1
Required Experience:
IC
Employment Type
Full Time
Key Skills
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