Specialist, Institutional Portfolio Operations

3 weeks ago

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

**Specialist, Institutional Portfolio Operations**

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

**Vancouver, BC**

When you join the Institutional Portfolio Operations (IPO) team as a Specialist, you are joining a group of tightknit, energetic, and social 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 Institutional Portfolio Operations Specialist is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this introductory role, you will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).

**What You Will Do**

The Institutional Portfolio Operations Specialist serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:

- Maintain CC&L FG's assets under management reporting system to ensure accuracy of data, prepare monthly, quarterly and ad-hoc reports for portfolio managers and clients, investigate data discrepancies, and coordinate with systems developers to resolve them.
- Process client cash requests on a daily basis in preparation for the trading teams.
- Prepare monthly and quarterly client management fee invoices.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.

**What You Will Bring**
- **Investment Knowledge**: You have an undergraduate degree and a genuine interest for the investment industry. Experience in an institutional investment firm, bank or trust company will be beneficial to your success.
- **Collaborative Communication**: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- **Inquisitive Mind**: You have the ability to think rationally and problem solve effectively.
- **Team Player**: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- **Positive Attitude**: You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter.”

**About Connor, Clark & Lunn Financial Group**

Connor, Clark & Lunn Financial Group Ltd. 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 $96 billion in assets and over 700 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 in our industry.

We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best. 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._

CCL1

  • Portfolio Operations Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Canaccord Genuity Corp. Full time

    Portfolio Operations Specialist, Portfolio OperationsVancouver - Job #7081Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships -...

  • Specialist, Portfolio Operations

    2 weeks ago

    Vancouver, Canada Canaccord Genuity Corp. Full time

    Salary Range: $52,000 - $58,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for...

  • Specialist, Retail Portfolio Operations

    3 weeks ago

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

    **Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** 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...

  • Specialist, Retail Portfolio Operations

    3 weeks ago

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

    **Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** 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...

  • Specialist, Retail Portfolio Operations

    2 weeks 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...

  • Specialist, Retail Portfolio Operations

    3 weeks ago

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

    **Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** 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...

  • Specialist, Retail Portfolio Operations

    2 weeks ago

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

    Specialist, Retail Portfolio OperationsConnor, Clark & Lunn Financial Group Ltd.Vancouver, BCWe are looking for a RetailThe 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...

  • Portfolio Specialist

    4 weeks ago

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

    **Portfolio Specialist** **Connor, Clark & Lunn Private Capital** **Vancouver, BC** We are currently recruiting for the position of **Portfolio Specialist**. In this role, you will be part of the CC&L Private Capital Asset Allocation Team. Led by the firms CIO, the Asset Allocation team is responsible for providing for all aspects of the firm’s...

  • Portfolio Administrator, Pensions and Institutions

    3 weeks ago

    Vancouver, Canada Leith Wheeler Investment Counsel Full time

    Employment Opportunity for the position of **Portfolio Administrator, Pensions and Institutions (6-month contract)** Vancouver, BC Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and...

  • Manager, Abc Team, Institutional Portfolio

    3 days ago

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

    **Manager, ABC Team, Institutional Portfolio Operations** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** The **Institutional Portfolio Operations (IPO)** team is a close-knit, energetic group of professionals who directly impact the investment success of individuals, pension funds, foundations, endowments, First Nations, and other...

  • Manager, Abc Team, Institutional Portfolio

    2 weeks ago

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

    Manager, ABC Team, Institutional Portfolio OperationsConnor, Clark & Lunn Financial GroupVancouver, BCThe Institutional Portfolio Operations (IPO) team is a close-knit, energetic group of professionals who directly impact the investment success of individuals, pension funds, foundations, endowments, First Nations, and other institutional clients. Under the...

  • Institutional Client Onboarding Specialist

    2 weeks ago

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

    Institutional Client Onboarding SpecialistConnor, Clark & Lunn Financial Group Ltd.Vancouver, BCWe are one of Canada's largest and leading private asset management firms providing investment management services to individuals, advisors, pension plans, institutional investors and foundations. Connor, Clark & Lunn Financial Group Ltd. ("CC&LFG") provides a...

  • Project Management Specialist

    7 days ago

    Vancouver, Canada GE Power Portfolio Full time

    **Job Description Summary**: Role Summary / Purpose The Project Management Specialist (Project Management Associate) is the main support for projects / service orders within the Canadian services portfolio with a focus on projects and service order execution. In this role, you will work closely with the Parts & Service Managers and report to the senior...

  • Intern Specialist, Institutional Client Reporting

    3 weeks ago

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

    **Intern Specialist, Institutional Client Reporting** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** **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....

  • Analyst, Retail Portfolio Operations

    3 weeks ago

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

    **Analyst, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** 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...

  • Recruitment Specialist

    4 weeks ago

    Vancouver, Canada Recruitment Specialist Full time

    Scout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...

  • Recruitment Specialist

    4 weeks ago

    Vancouver, Canada Recruitment Specialist Full time

    Scout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...

  • Associate, Institutional

    4 weeks ago

    Vancouver, 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...

  • Operator Specialist

    4 weeks ago

    Vancouver, Canada Pacific National Exhibition Full time

    **Job Description**: **Full-Time; Permanent** **Wage: $28.07/hour (PG16); plus benefit enrollment** **Date Posted: February 28, 2023** **Who we are** The Pacific National Exhibition is an iconic institution in BC, famous for bringing generations of people together to celebrate and build memories. This 113 year old, non-profit organization has an annual...

  • Portfolio Manager

    3 weeks ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Administration, Level C Job Title Portfolio Manager Department Research & Core Technology | MedIT | Faculty of Medicine Compensation Range $7,400.83 - $11,540.42 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a position. The...