Specialist Corporate Actions Connor Clark & Lunn Financial Group Vancouver BC When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team you are joining a group of focused passionate and energetic 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 Corporate Actions team is a critical part of our firm and clients success and is a challenging and rewarding role for the right this role you will experience the inner workings of asset management and will have the opportunity to advance your research analytical and problem-solving skills for future growth and development within Connor Clark & Lunn (CC&L). What You Will Do The Corporate Actions role serves as the key provider of accurate corporate actions information and processing for all equity and fixed income portfolios at CC&L. In this role you will: - Communicate with custodians portfolio managers and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
- Gather and synthesize corporate actions information from multiple sources including Bloomberg investor relations and custodian notifications.
- Process corporate actions (ex. Mergers & acquisitions stock dividends rights issues spin-offs redemptions and mortgage-backed security pay-downs) on portfolio holdings quickly and accurately using the firms portfolio accounting system (APX).
- Participate in operational projects focusing on automation efficiency and the scalability of IPOs services.
What You Bring - Post-secondary education or equivalent experience.
- 1-3 years experience in Corporate Actions processing (or a similar role in financial operations).
- Knowledge of multiple asset classes (Equities Fixed Income Derivatives).
- Ability to analyze large data sets using Excel. Programming skills (SQL Python) are an asset.
- Strong communication skills written and oral.
- Strong troubleshooting and problem-solving skills.
- CFA or similar qualification is an asset.
- Experience with processing both mandatory and voluntary events is an asset.
The starting salary for this position is $69000. The salary range provided reflects the base salary range for this position as required by addition there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process. About Connor Clark & Lunn Financial Group At CC&L 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 of affiliate firms collectively manage over $155 billion in client 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 explore . 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. 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-JB1
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Unclear Seniority