Analyst, Corporate Actions

6 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.

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