Specialist, Retail Portfolio Operations

6 months ago

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

**Specialist, Retail Portfolio Operations**
**Connor, Clark & Lunn Financial Group Ltd.**
**Vancouver, BC**

The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, and is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge.

**What You Will Do**
- Maintaining and reconciling client portfolio data; this involves connecting with external custodians as well as various areas within CC&L Private Capital Ltd.
- Maintaining systems and data (i.e., portfolio administration system, trade order management system, client reporting system).
- Responsible for running Quarter end process to generate client fee and then trading assets for payment. Set up and calculation of Wealth Advisor commissions and payments.
- Responding to ad hoc client portfolio queries from custodians and front office.
- Producing monthly, quarterly, and annual reports for trend and performance analysis by Senior Management.
- Coordinating account transfers between various custodians.
- Assisting with various process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc.
- Contributing to our continuous improvement mindset through workflow and process improvements.

**What You Bring**
- Financial Knowledge: Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset. Strong computer skills with advanced knowledge of MS Excel. Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
- Attention to Detail: Exceptional attention to detail including sorting, filtering, and handling vast amounts of data.
- Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
- Curiosity for Learning: The desire to learn processes and improve on operational efficiencies.
- Collaborative Communication: You have a collaborative spirit that helps you work well with others, and you communicate effectively.
- Interest in Investment Management: At least one year of related working experience, experience in an institutional investment firm, bank or trust company is an asset.

The starting salary for this position is $62,500. 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**
Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return.

Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique investment management company whose affiliates collectively manage over $127 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients.

Connor, Clark & Lunn Investment Management 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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