Analyst, Business Management & Strategy

Crestpoint Real Estate Investments

Job Location:

Toronto - Canada

Monthly Salary: $ 70000 - 80000

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

Analyst Business Management & Strategy

Connor Clark & Lunn Private Capital Ltd.

Toronto ON

Interested in joining one of Canadas top performing asset managers We are looking for anAnalyst for an existing vacancy on our Business Management & Strategy team. If you enjoy conducting research and analysis translating insights into clear strategic recommendations collaborating with diverse stakeholders and contributing to initiatives that help shape the future direction of the business then this could be the next great step in your career!

Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.

What You Will Do:

Strategic Advisory Services

Support strategy development including research analysis and compelling strategic recommendations that solve business problems.
Gather data and perform financial analyses to identify opportunities and diagnose issues
Oversees the consolidation of business performance data and delivers actionable insights to guide management decisions including board-level reporting.
Create financial models to assess future state financial benefits / costs. Contribute in problem solving sessions workshops and interviews with cross-functional and business line working team members and subject matter experts.
Collaborate with key internal and external stakeholders to support the achievement of deliverables and overall objectives

Market Customer and Competitive Assessment

Provide key market customer and competitive assessments for the overall Wealth and Financial Services industry as well as for specific project needs including:
- Key industry trends impacting Wealth and Financial Services industry including regulatory customer geographical innovation etc. leveraging external industry and analyst reports as well as through monthly internal discussions.
- Key competitive insights (financial market innovation etc.) including robust benchmarking of key performance metrics that would help surface gaps / opportunities.
Review and generate insights using other internal reports.
Champion a client focused culture to deepen client relationships and leverage broader relationships systems and knowledge.

QuarterlyBoard Book

Lead the end-to-end completion of the Quarterly Board Book for Management Committee and Partners including coordinating content inputs from internal teams and key stakeholders.
Consolidate review and synthesize strategic financial and performance materials into a clear cohesive executive-level narrative.
Manage timelines version control and quality assurance to ensureaccurate consistent andtimelydelivery of Board materials.

ReferralPartnerships & Relationship Management

Act as the primary liaison between referral partners and PCMfacilitatingongoing communication and addressing any concerns or inquiriesregardingthe referral models or referral parties.
Facilitate changes in referral relationships including:
- onboarding new advisors
- revising disclosures and agreements for advisors moving firms
- adjusting fee structures when needed
- managing terminations or transitions in partnership status.
Maintain relationships with existing referral partners to foster collaboration andoptimizeexisting relationships.
Co-lead the annual certification process with Compliance coordinating content external communications andtimelycompletion of required signatures.

What You Bring:

An undergraduate degree in Business Finance or a related field.
2 4 years of experience in business development strategy consulting or similar role within wealth management or financial services.
Ability to deliver results in a fast-paced challenging and dynamic business environment.
Strong interpersonal skills leadership and influential capabilities.
Strong planning and analytical skills ability to discern research information / data and focus on the critical business issues.
Experience working independently as well as in partnership with other team members
Strong presentation and written communication skills.
Proficiency in MS Excel.
Strong knowledge with other MS Office products including Word and PowerPoint

The salary range for this position is $70000 to $80000. 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 for 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 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 $167 billion in client assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.

Connor Clark & Lunn Private Capital (CC&L Private Capital) is an affiliate of CCLFG providing professional discretionary money management services to individual investors foundations and endowments. The firm is currently responsible for approximately $17 billion in client assets.

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.

To apply for this position please submit your resume and cover letter as one PDF.
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.

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.

Required Experience:

Analyst Business Management & StrategyConnor Clark & Lunn Private Capital Ltd.Toronto ONInterested in joining one of Canadas top performing asset managers We are looking for anAnalyst for an existing vacancy on our Business Management & Strategy team. If you enjoy conducting research and analysis tr...