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, 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.
- 3+ years’ experience in Corporate Actions processing.
- Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives). Prior experience with Fixed Income securities is a strong asset.
- Ability to analyze large data sets using Excel. Programming skills (SQL, Python) are an asset.
- 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.
- 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 $70,000 - $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**

At Connor, Clark & Lunn Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
- 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._

The base salary range is $69,000-72,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

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