Analyst, Private Market Portfolio Operations

4 days ago

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

**Analyst, Private Market Portfolio Operations**

**Connor, Clark & Lunn Financial Group Ltd.**

**Toronto, ON**

We are looking for an Analyst to join our Private Market Portfolio Operations team.

This team provides an exciting and challenging opportunity to work collaboratively with CC&L’s diverse group of private market investment affiliates spanning several alternative asset classes including commercial real estate, infrastructure, private equity and private loans. You’ll also be working closely with multiple investment and corporate accounting teams. You’ll be joining a high growth environment and using technology to help support a wide range of business processes. We place a high value on maintaining an entrepreneurial spirit and delivering high quality, innovative solutions which contribute to the success of our organization.

**What You Will Do**

Key responsibilities include:

- Assisting investment teams with onboarding of new assets through various systems (Origin, Deal Path, VTS and Waypoint).
- Ensuring revenue stream data is correctly captured from agreements with multiple counterparties.
- The production of Investment Analytics and reporting to investment teams on asset performance.
- Maintaining good and accurate data across all systems through data validation and appropriate asset and deal creation.
- Working with third party vendors to support and enhance systems to ensure future growth can be supported.
- Reviewing current support processes and recommending improvements.
- Creating and maintaining procedural documentation.

**What You Bring**
- **Experience**:You have a minimum of 2-3 years’ related experience. Experience working in an institutional investment firm and exposure to alternative or private investments is an asset.
- **Knowledge**: Knowledge of real estate, infrastructure or other private investment industries is preferred. Accounting knowledge is highly desirable.
- **Tech Savvy**: Exposure to real estate systems (e.g. Yardi, Argus, VTS) is highly desirable. Advanced knowledge of MS Excel..
- **Problem Solving Skills**: You possess an analytical mind and enjoy solving problems.
- **Operational Excellence**: You have a track record in achieving operational excellence. Personal drive, high quality work, attention to detail and getting things done are important to you.
- **Team Player**: You have a positive attitude and collaborative spirit and current and former colleagues would say that you’re an easy person to work with.
- **Collaborative Communication**: You have a proven ability to communicate well with internal stakeholders across multiple business lines; you’re clear on what you need, you manage expectations and you’re professional and positive.

**About Us**

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.

  • Private Credit Portfolio Operations Analyst

    2 days ago

    Toronto, Canada harmonic Full time

    Private Credit Portfolio Operations Analyst Established in 2003, Harmonic Fund Services is an independent financial services firm specializing in the global alternative investments industry. We are one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private...

  • Analyst, Private Markets

    2 weeks ago

    Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario’s university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and 12 university sector-affiliated organizations. Our commitment is to protect the...

  • Portfolio Analyst, Private Capital

    6 days ago

    Toronto, Canada Nicola Wealth Full time

    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 Canada's Top Employers,...

  • Manager, Private Market Portfolio Operations

    4 days ago

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

    **Manager, Private Market Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Toronto, ON** We are looking for a Manager to join our Private Market Portfolio Operations team. This team provides an exciting and challenging opportunity to work collaboratively with CC&L’s diverse group of private market investment affiliates spanning...

  • Private Markets Investment Due Diligence Analyst

    2 weeks ago

    Toronto, Canada Albourne Full time

    **Private Markets Investment Due Diligence Analyst (Private Credit)** **Albourne Partners (Canada) Limited** **The Company**: Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial intermediaries, and family offices, on over $650 billion alternative investments across...

  • Portfolio Analyst

    17 hours ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172394 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **1832 Asset Management L.P.**: 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic...

  • Portfolio Analyst

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 166673 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Title**:Portfolio Analyst - Multi-Asset Management, 1832 Asset Management L.P. **Purpose of Job**: **Deliver highly competitive investment outcomes for multi-asset management portfolios.** As a member of Multi-Asset...

  • Analyst, Private Equity

    1 week ago

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

    **Analyst, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** Banyan Capital Partners is growing and looking to add an **Analyst, Private Equity **to its Toronto-based investment team. This is a unique opportunity to work closely with a small group of senior PE investment professionals and participate in all...

  • Analyst, Private Equity

    2 months ago

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

    **Analyst, Private Equity** **Banyan Capital Partners** **Toronto, ON** Banyan Capital Partners is growing and looking to add an **Analyst** to its Toronto-based investment team. This is a unique opportunity to work closely with a small group of senior PE investment professionals and participate in all aspects of the investment process: market research,...

  • Quantitative Portfolio Analyst

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172396 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **1832 Asset Management L.P.** 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic...

  • Quantitative Portfolio Analyst

    17 hours ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172396 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **1832 Asset Management L.P.** 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic...

  • Analyst Portfolio Analyst

    3 weeks ago

    Toronto, ON, Canada Fitzrovia Full time

    Fitzrovia is seeking to hire an Analyst to join our investment team. The Analyst will work collaboratively across all departments and have direct interaction with senior executives at Fitzrovia. The Analyst will gain exposure to all aspects of the real estate development and asset management business, with a focus on new acquisitions, development,...

  • Portfolio Analyst/Senior Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Portfolio Analyst/Senior Portfolio Analyst (Buy-Side), Growth Team Asset Management, TorontoRequisition ID: 199254Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Portfolio Analyst (Buy-Side), Growth TeamPlease make sure to read requirements for applying to this position. Applications without...

  • Portfolio Analyst/Senior Portfolio Analyst

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Portfolio Analyst/Senior Portfolio Analyst (Buy-Side), Growth Team Asset Management, TorontoRequisition ID: 199254Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Portfolio Analyst (Buy-Side), Growth TeamPlease make sure to read requirements for applying to this position. Applications without...

  • Private Wealth Portfolio Manager

    7 days ago

    Toronto, Canada iA Private Wealth Inc. Full time

    Description JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    4 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right...

  • Private Markets Investment Due Diligence Analyst

    3 days ago

    Toronto, Canada Albourne Full time

    **Analyst Intern, Private Markets Investment Due Diligence (Real Assets) - Summer 2024** Albourne Partners (Canada) Limited 366 Adelaide Street W, Toronto, ON Open to: Undergraduate students **Overview**: Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial...