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 challenging each other, and is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge.

**What You Will Be Doing**
- Maintaining and reconciling client portfolio data; this involves connecting with external custodians as well as various areas within CC&L Private Capital Ltd.
- Maintaining systems and data (i.e., portfolio administration system, trade order management system, client reporting system).
- Reconciling cash, holdings, and units on a daily basis.
- Responding to ad hoc client portfolio queries from custodians and front office.
- Producing monthly, quarterly and annual client reports for High-Net-Worth clients.
- Providing support to other teams on performance inquiries related to transactional data.
- Trading pooled funds and monitoring of High-Net-Worth clients using our Custom Trade Order Management system.
- Coordinating account transfers between various custodians.
- Maintain and implement all model changes for Separately Managed Accounts.
- Assisting with various process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc.

**What You Bring**
- **Financial Knowledge**:Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset. Strong computer skills with advanced knowledge of MS Excel. Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
- **Attention to Detail**: Exceptional attention to detail including sorting, filtering, and handling vast amounts of data.
- **Problem Solving/Analytical Mind**: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure; dealing with changes and interruptions while maintaining strict deadlines.
- **Curiosity for Learning**: The desire to learn processes and improve on operational efficiencies.
- **Collaborative Communication**:You have a collaborative spirit that helps you work well with others and you communicate effectively.
- **Interest in Investment Management**:At least one year of related working experience, experience in an institutional investment firm, bank or trust company is an asset.

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

Connor, Clark & Lunn Financial Group manages approximately $90 billion on behalf of institutional and individual clients. We believe that success in asset management is an outcome of attracting, retaining, and motivating the most talented individuals in our industry.

This is best achieved by the delivery of:

- **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.

Our business comprises 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 offers 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 $98 billion in assets and nearly 800 people today and 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.
- 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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