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Client Portfolio Analyst, Client Solutions Team
6 days ago
Client Portfolio Analyst, Client Solutions Team
Connor,
Clark & Lunn Investment Management Ltd.
Vancouver, BC
We are an award-winning client service team, responsible for managing all aspects of the firm's interactions with our institutional client base.
The Client Solutions team is responsible for developing relationships with our clients where the creation of trust and confidence in the firm generates significant value to our organization.
This opening represents a unique opportunity to play a meaningful role in support of our institutional client relationships.
We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to grow and succeed.
Reasons to Grow Your Career with Us
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Impact
- We help create opportunities for you to leverage your personal strengths to make a positive impact on our business.
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Culture
- Collaboration and innovation are deeply rooted in our culture. We enjoy working together and align our passions in pursuit of a shared objective in every project we undertake.
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Development
- We create conditions for success tailored to each employee through internally developed career development plans.
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Mentorship
- We believe that developing great people is the key to great success. You will have opportunities to share, hear and learn about career experiences from peers and senior team members.
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Work-Life Balance
- Vancouver is surrounded by water, mountains, and cherry blossoms. We work hard in our professional lives
What You Will Do
- The Client Portfolio Analyst will have exposure to the firms' key decision makers and have a broad range of responsibilities playing a critical role in the full client life cycle:
- Partnering with Vancouver based Client Portfolio Managers (CPMs) on all aspects of their client relationship responsibilities
- Participate in the development and execution of the Client Solutions team's strategic goals and objectives
- Collaborate on all aspects of client relationship responsibilities from the development of a client's service plan to its execution
- Collect, evaluate and analyze data related to clients and investment strategies
- Work with the organization's support teams to improve systems, processes, and communications
What You Bring
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Market Knowledge: You have an undergraduate degree in economics or finance (or a related field) and a keen interest in capital markets with 3 to 5 years of relevant work experience
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Passion for Relationships:You naturally lean towards building relationships and possess strong verbal and written communication skills
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Collaborative Communication: You have a collaborative spirit that helps you to work well with others while at the same time taking initiative to build on the existing best practice of the team
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Multi-tasking: This is key. The role offers the opportunity to develop social and analytical skills. It is dynamic and fluid and requires the ability to prioritize and manage a wide range of responsibilities while at the same time developing an understanding of our clients and investment teams and strategies.
About Us
- Connor, Clark & Lunn Investment Management, an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $60 billion for a variety of client types from institutional pension plans to retail mutual funds across a number of investment strategies including quantitative and fundamental equity, fixed income, and balanced fund mandates.
- 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._
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