Analyst, Portfolio Analytics

7 months ago

Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

**Analyst, Portfolio Analytics**

**Connor, Clark & Lunn Financial Group**

**Vancouver, BC**

We are looking for an
**Analyst** to join our Vancouver-based Portfolio Analytics Team.

The Portfolio Analytics (PA) Team manages a variety of functions that support performance, attribution, exposure, and risk calculations for an investment management firm managing over $110 billion in global assets. This is a fantastic opportunity to join a high impact, high skill team whose scope, visibility and importance, continue to grow.

We embrace an entrepreneurial spirit and culture where each of us has the opportunity to succeed. We are a solution orientated and collaborative team seeking likeminded individuals who thrive in a challenging and dynamic environment.

**What You Will Do**
- Support the development of post-trade analytics including performance, risk, and attribution
- Proactively seek out and implement process/workflow improvements to increase efficiency, mitigate risk, and increase the level of service provided to stakeholders
- Investigate ad hoc issues as raised by our portfolio managers and performance analysts
- Manage processes to ensure the integrity of post-trade analytics data
- Work with internal and external stakeholders to resolve complex problems and explain analytical methodologies

**What You Bring**
- **Education - **You have a degree in Finance, Mathematics, Data Science, Computer Science, or a related field. Completion of a relevant designation, such as the CFA or FRM, is an asset.
- **Database Knowledge - **You can understand, query, and analyze results from complex datasets.
- **Industry -** Experience in the asset management industry and post-trade analytics is an asset.
- **Problem Solver** - You possess an analytical mindset and can detect patterns to solve problems.
- **Collaborative **- You have a collaborative spirit that helps you to work well with others and you communicate effectively.
- **Continuous Process Improvement Mindset** - You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects.

**About Connor, Clark & Lunn Financial Group**

Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CCLFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to approximately $110 billion in assets and nearly 800 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.

This is best achieved by:

- **A High-Quality Environment**: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
- **An Opportunity to Succeed**: To do work that has value and which presents the opportunity for professional growth and development.
- **Recognition and Reward**: To recognize each person’s contribution and to align compensation with contribution.
- 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._

**No telephone calls or recruitment agencies will be accepted.**

LI-HYBRID #LI-HV1

  • Analyst, International Portfolio Management

    3 months ago

    Vancouver, Canada QuadReal Full time

    **About QuadReal Property Group** QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $77.6 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in...

  • Analyst, Portfolio Management

    7 months ago

    Vancouver, Canada Trez Capital Full time

    Why Join Trez Capital? Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional...

  • Portfolio Management Analyst, Quantitative Equity

    2 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Portfolio Management Analyst, Quantitative Equity** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** Our Quantitative Equity Team is expanding, and we are looking for talented individuals whose skills and interests are aligned with the team’s mission to deliver superior investment performance to our clients through a disciplined,...

  • Analyst, Institutional Portfolio Operations

    4 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Institutional Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Analyst, Institutional Portfolio Operations

    3 weeks ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Institutional Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Analyst, Institutional Portfolio Operations

    2 weeks ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time $69,000 - $72,000

    Analyst, Institutional Portfolio Operations Connor, Clark & Lunn Financial Group Ltd. Vancouver, BC When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension...

  • Director, Portfolio Analytics and Reporting

    3 months ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Analyst, Retail Portfolio Operations

    2 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** **What You Will Do** - Maintaining and reconciling client portfolio and fund data. Including client cash, holdings and units. Plus, fund level cash flows and performance. - Working with external custodians, fund administrators as well as various areas...

  • Credit Analyst, Portfolio Strategist

    3 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    About UsNicola Wealth Management Ltd. is a leading investment management firm managing over $16.1 billion in assets across public and private markets on behalf of its clients.Overview of the RoleWe are seeking a highly motivated individual with a commitment to excellence and experience in the management of public fixed income portfolios. As a Credit Analyst,...

  • Budget Analyst I

    4 months ago

    Vancouver, Canada The City of Vancouver Full time

    **Requisition ID**:42220 **Organization** Located on the traditional, ancestral and unceded lands of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples, Vancouver has a commitment to becoming a City of Reconciliation. Vancouver consistently ranks as one of the world’s most liveable and...

  • Business Analyst, Data

    6 months ago

    Vancouver, Canada Arc'teryx Full time

    **Your Opportunity at ARC’TERYX**: As the Business Analyst within Data & Analytics (D&A), you will act as the conduit between D&A and various business functions. You will assist with our data foundational & business driven projects by eliciting and analyzing requirements, liaising between business and technical resources, and documenting business processes...

  • Data Analyst, Investment Data Analytics

    6 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Data Analyst, Investment Data Analytics** **Connor, Clark & Lunn Financial Group (CCLFG)** **Vancouver, BC** We are looking for a Data Analyst to join our Vancouver based Data Management Team. The Data Management Team (DMT) resides within the middle office and is responsible for managing data centric processes and data quality that supports the...

  • Data & Analytics - Lead Data Analyst

    7 months ago

    Vancouver, Canada Aritzia Full time

    THE DEPARTMENT The mission of the Data & Analytics Department is to maximize the value of Data by providing actionable insights that drive our business. THE OPPORTUNITY Aritzia is experiencing exponential growth, and the Data & Analytics team is growing with it. As a member of the Data & Analytics Department supporting the eCommerce division, you will be...

  • Portfolio Manager

    7 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    At Nicola Wealth Management Ltd., we are seeking a highly motivated Portfolio Manager to join our team as a Credit Analyst. This role is based in Vancouver or Toronto, and you will be working on investment grade and high yield credit research, analyzing specific credits, and participating in meetings with corporate issuers and industry...

  • Analyst, Project Management Office

    7 months ago

    Vancouver, Canada QuadReal Full time

    **About QuadReal Property Group** QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $67.1 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in...

  • Associate Financial Advisor/Portfolio Analyst/ Financial Planner

    2 weeks ago

    Vancouver, Canada Disability Solutions Full time

    Are you an experienced financial professional seeking a role in a firm that is committed to inclusion and equality? Do you believe in doing what is right for clients at all times? Do you seek the freedom to help clients without the pressure of sales targets? If so, we want to hear from you.Sophia Financial Group (www.sophiafinancial.ca) is an independent...

  • Operations Analyst

    7 months ago

    Vancouver, Canada Tyler Technologies Full time

    The Operations Analyst is a key member of the Operations team supporting data management, reporting, forecasting, and problem resolution within a Portfolio(s). This person will work closely with the Professional Service and Support managers including the Operations team to ensure integrity of our data systems. This position requires strong analytical skills,...

  • Data Analyst

    4 weeks ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    About UsOrbis Investment Management Limited is a global investment management firm committed to delivering exceptional returns to our clients. We pride ourselves on our strong culture, autonomy, and growth opportunities.Salary and BenefitsThe estimated annual base salary for this position is between $65,000 and $75,000, excluding benefits. The total...

  • Analyst - Performance & Attribution Reporting

    6 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst - Performance & Attribution Reporting** **Connor, Clark & Lunn Financial Group** Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Performance Analyst to join our Vancouver based Performance and Attribution Reporting Team (PAR). The primary focus of the team is to provide Post-Trade Analytics, which supports the investment...

  • Director, Analytics

    6 months ago

    Vancouver, Canada Babylist Full time

    **Who We Are** **Our Ways of Working** We have team members located across the United States spanning multiple time zones. This means we put in extra effort to make sure we connect and collaborate in ways that make sense for us. We know how valuable the flexibility of remote work is for our employees. We know that personal connection is the foundation for...