Analyst, Client Transitions

4 weeks ago

Vancouver, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

Analyst, Client Transitions Connor, Clark & Lunn Financial Group Ltd. Vancouver, BC The Transition Management Team oversees the onboarding of institutional clients and the restructuring 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 the needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually.What You Will DoManage the onboarding of institutional Canadian, US and global clientsBe the key contact in the onboarding process with external stakeholders including clients, custodians and consultantsAnalyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clientsWork diligently with investment managers, sales, compliance and operations teamsBuild trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboardingCoordinate client restructures including changes to mandates, benchmarks and account transfersManage client KYC requirements and applicationsMaintain onboarding tools, project plans and documentationWhat You Bring3+ years of experience in an investment operations or client-facing role; background and knowledge in financial markets and investment processes preferredAnalytical, creative and growth mindset with the ability to problem solve and create thoughtful solutionsExperience collaborating with internal stakeholders on understanding client and project requirements and executing plansGreat communicator with excellent interpersonal skills, emotional intelligence and a high level of integrityDetail‑focused and willing to dive deep into processes and operational requirementsSalary & BenefitsBase salary range: $65,000 - $80,000. An annual performance bonus is also part of the total compensation package.About Connor, Clark & Lunn Financial GroupAt 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 the US, the UK and India, our collective affiliates manage over $167 billion in client assets, offering a diverse range of traditional and alternative investment products and solutions to institutional, high‑net‑worth and retail clients.EEO StatementCC&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, disability or age.How to ApplyPlease submit a resume and cover letter as one PDF. We thank all applicants for their interest; only shortlisted candidates will be contacted. #J-18808-Ljbffr

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