Client Reporting Specialist

7 months ago

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

**Client Reporting Specialist (14 - 16 Month Contract)**

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

**Vancouver, BC**

Are you interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for an Institutional Client Reporting Specialist. You will join our dedicated Client Reporting team to provide reporting operations expertise to CC&LFG’s institutional investment affiliates and interact with all levels of the organization, including daily contact with our affiliates’ Client Relationship Managers. If you have a focus for producing high quality work, are an expert multi-tasker, have a knack for using new technology and work well under pressure, this role could be a great fit for you.

The Client Reporting Team is based in Vancouver. We place a high value on our team spirit and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team, seeking like-minded individuals who thrive in a challenging and dynamic environment.

**What You Will Do**

In this role, you will be involved in all aspects of the institutional account and client reporting but also marketing material production process, key responsibilities include:

- Setup and maintenance of client accounts and client data
- Ensure that a multitude of reports are accurately set up, maintained, produced and distributed
- Communicate with various Client Relationship Managers and other key personnel across CC&L to support and trouble shoot the entire reporting production process; liaise with the internal development team and Information Systems support team to provide fixes and solutions
- Building and maintaining report layouts using a mix of in-house tools and leading third party technology to ensure highly effective reporting operations
- Work closely with the team’s dedicated development team members on
- using a third party IDE to enhance and develop report layouts and assign logical rules to support the automated report production
- translating business logic to source code written in a proprietary language
- Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk
- Investigate and advise on best reporting practice

**What You Bring**
- Innovative: You have an interest in learning new technologies; 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 with a one-team mindset
- Organized: You are able to manage competing tasks and can successfully navigate working with multiple lines of business to implement a large number of reports.
- Savvy Communicator: You have a proven ability to communicate well with internal stakeholders. 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: Advanced working knowledge of Microsoft Excel, Word and PowerPoint (e.g. ability to use and understand formulas, charting tools, styles etc.). Knowledge of Simcorp’s Coric Client Communication solution is an asset.
- Industry Knowledge - You have an undergraduate degree coupled with previous exposure to the investment industry or similar transferrable experience.

**_The starting salary for this position is $60,000. 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. (“CC&LFG”) 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. CC&LFG 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 people 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 th

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