Analyst, Corporate Actions

7 months ago

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

**Analyst, Corporate Actions**
**Connor, Clark & Lunn Financial Group**
**Vancouver, BC**

When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. The Corporate Actions team is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of asset management and will have the opportunity to advance your research, analytical and problem-solving skills for future growth and development within Connor, Clark & Lunn (CC&L).

**What You Will Do**
The Corporate Actions role serves as the key provider of accurate corporate actions information and processing for all equity and fixed income portfolios at CC&L. In this role, you will:

- Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
- Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
- Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin-offs, redemptions and mortgage-backed security pay-downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Train and guide new hires on the processes.

**What You Bring**
- Post-secondary education or equivalent experience.
- 5+ years’ experience in Corporate Actions processing.
- Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives).
- Ability to analyze large data sets using Excel.
- Excellent communication skills - written and oral.
- Strong troubleshooting and problem-solving skills.
- Stakeholder management - proactively building effective relationships with key stakeholders.
- CFA or similar qualification is an asset.
- Programming skills (SQL, Python) are an asset.
- Experience with processing both mandatory and voluntary events is an asset.
- Experience working in Global Markets is an asset.
- Knowledge regarding trade execution and settlement is an asset.

**The salary range for this position is $69,000 - $75,000 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 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 over $110 billion in assets and over 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.

  • Analyst, Corporate Actions

    3 months ago

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

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

  • Specialist, Corporate Actions

    2 months ago

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

    **Specialist, Corporate Actions** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds,...

  • Intern, Corporate Actions

    3 months ago

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

    **Intern, Corporate Actions** **Connor Clark & Lunn Financial Group** **Vancouver, BC** **The Position** CC&L Financial Group is seeking an Intern Specialist to join Corporate Actions Team for an 8-Month term (January - August, 2025), with a potential for extension up to 12-Months. **What do we offer Intern?** A dynamic, fast-paced work environment...

  • Supervisor, Corporate Actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    You will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...

  • Supervisor, Corporate Actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    You will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...

  • Corporate Actions Lead

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedAs a leading independent investment firm, Odlum Brown Limited has been committed to helping clients achieve their financial goals for over 100 years. With a rich history of leadership in the financial community, we continue to be one of BC's most respected investment firms.Career OpportunitiesWe are seeking an experienced and skilled...

  • Supervisor, Corporate actions

    1 month ago

    Vancouver, Canada TEEMA Full time

    --You will lead 3 people in this role; 1 Team Lead and 2 Administrators. --Annual Bonuses, Employee owned, Offer ownership in shares.--4 Weeks holiday for Supervisors-- Opportunity for growth Requirements:5 years of Corporate Actions, really looking for a SME in Corporate ActionsBroadridge Dataphile platform or similar data processing system but strong...

  • Supervisor Corporate Actions

    2 months ago

    Vancouver, Canada Odlum Brown Full time

    **WHO WE ARE** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...

  • Corporate Actions Team Leader

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    We are a respected investment firm, committed to delivering exceptional results for our clients. With over 100 years of experience, we have established a strong presence in the financial community as one of BC's most trusted investment firms.As a Supervisor, Corporate Actions at Odlum Brown Limited, you will be responsible for leading our Corporate Actions...

  • Corporate Actions Team Leader

    4 days ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    At Odlum Brown Limited, we are seeking an experienced Corporate Actions Supervisor to join our award-winning team in the Vancouver office.About UsWe are a full-service investment firm with over 100 years of experience. Our company is owned by our team members, and we continue to lead the financial community as one of BC's most respected investment firms.We...

  • Corporate Actions Team Lead

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedAnchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over a century.We are a diverse group of individuals who genuinely care about one another and encourage and appreciate each other's contributions.Job Title: Corporate Actions Team LeadWe...

  • Corporate Actions Team Lead

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedWe are a forward-thinking, independent investment firm with over 100 years of experience. As a wholly owned company by our team members, we have remained committed to delivering exceptional client service and fostering a culture of collaboration and respect.Job SummaryWe are seeking an experienced Supervisor, Corporate Actions to...

  • Corporate Actions Leadership Role

    6 days ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedEstablished in 1926, Odlum Brown Limited has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues to uphold a tradition of leadership in the financial community as one of BC's most respected investment firms.Career OpportunityWe are currently seeking an...

  • Business Development Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedWe are a leading independent investment firm with a rich history of providing exceptional client service. Our company culture is built on a set of timeless core values that guide our actions and decisions.Job SummaryWe are seeking an experienced Business Development Supervisor to join our Corporate Actions team in Vancouver. As a key...

  • Corporate Actions Leadership Role

    2 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $70,000 - $80,000

    About Odlum Brown LimitedWe are a leading independent investment firm, wholly owned by our team members, and have been serving clients for over 100 years. Our commitment to helping clients achieve their financial goals has earned us recognition as one of Canada's Best Managed Companies and Most Admired Corporate Cultures.Our company culture is built on six...

  • Corporate Actions and Tax Reporting Administrator

    6 months ago

    Vancouver, Canada Odlum Brown Full time

    **FIRM OVERVIEW** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to...

  • Corporate Actions Supervisor

    1 week ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedAt Odlum Brown Limited, we pride ourselves on being an independent, full-service investment firm with a rich history spanning over 100 years. We are a wholly owned company by our team members, and our tradition of leadership in the financial community is reflected in our national recognition as one of Canada's Best Managed Companies...

  • Corporate Actions Leader

    3 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    Odlum Brown Limited is a reputable investment firm with over 100 years of experience in serving clients' financial goals. As a full-service, independent firm, we maintain our commitment to excellence in the financial community.We are honored to be recognized as one of Canada's Best Managed Companies and Canada's Most Admired Corporate Cultures. Our vibrant...

  • Corporate Actions Team Lead

    4 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    Anchored in our commitment to delivering exceptional client service, Odlum Brown Limited has remained a trusted and respected full-service investment firm for over 100 years.We are proud of our tradition of leadership in the financial community and our reputation as one of BC's most admired firms.Cultivating a vibrant culture that values clients first,...

  • Corporate Actions

    4 months ago

    Vancouver, Canada Odlum Brown Full time

    **FIRM OVERVIEW** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...