Intern Specialist, Institutional Client Reporting

3 months ago

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

**Intern Specialist, Institutional Client Reporting**

**Connor, Clark & Lunn Financial Group**

**Vancouver, BC**

CC&L Financial Group is seeking an Intern to join our Institutional Client Reporting Team for an** 8-Month term **(January - August 2025).

**What do we offer Intern?**

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will have the ability to collaborate with various CCLFG teams and Affiliates on reporting at an institutional level. Interact with the various teams involved in the institutional reporting cycle and see first-hand the impact of client reporting in the Investment Management process.

As an **Intern Specialist **you will:

- Setup and help maintain client accounts and client data.
- Ensure that a multitude of reports are accurately set up, maintained, produced and distributed.
- Through the use of a third-party reporting system, work with the team to build and maintain reports through the use of logical rules and a proprietary coding language
- Liaise between various Client Relationship Managers, internal teams to trouble shoot the entire reporting production process and provide solutions.
- Translate business logic to source code written in a proprietary language.
- Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk.
- Be involved in the reporting life cycle from requirements gathering, assessments, development, testing and implementation to ensure the objectives of the client reporting teams and reporting systems continue to be met.
- Advise and collaborate with the operational team members of the Institutional Reporting Team in the creation and maintenance of client reports along with other collateral material including:

- Building, maintaining and enhancing report layouts using a mix of in-house tools and leading third party technology to ensure highly effective reporting operations.
- Using a third-party IDE (Integrated Development Environment) to enhance and develop report layouts and assign logical rules to support the automated report production.

**Qualifications and Experience**

The** Intern Specialist **position is geared toward students either in their third/fourth year of an undergraduate degree or MBA with a focus on **Business Administration, Computer Science, Finance and/or Commerce**. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L.
- **Innovative**: You have been exposed to or have a keen interest in learning new technologies and developing and implementing new business processes.
- **Team Player**: You have a positive attitude and collaborative spirit. Current and former colleagues would say that you’re an easy person to work with and have a one-team mindset.
- **Organized**: You are able to manage competing tasks and can successfully navigate working on multiple initiatives with multiple lines of business.
- **Savvy Communicator**: You have a proven ability to communicate well with internal stakeholders and are well versed in bridging information system needs with business needs. You are clear on what you need, and you clarify what others need; you manage expectations and are professional and positive all at the same time.
- **Technology**: Salesforce, MS Suite, APX - Knowledge of source code writing is an asset. Knowledge of Simcorp’s Coric Client Communication solution is an asset.
- **Industry Knowledge**: You have an undergraduate degree coupled with at least one previous working experience within the investment industry or similar transferrable working experience.

**_The salary range for this position is 45,000 - $55,000 CAD annualized. The salary range provided reflects the base salary range for this position as required by legislation. In 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 Connor, Clark & Lunn 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 $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
- Connor, Clark & Lunn 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, reli

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