Manager, Private Market Portfolio Operations

4 months ago

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

**Manager, Private Market Portfolio Operations**

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

**Vancouver, BC**

We are looking for a Manager to join our Private Market Portfolio Operations team.

This team provides an exciting and challenging opportunity to work collaboratively with CC&L’s diverse group of private market investment affiliates spanning several alternative asset classes including commercial real estate, infrastructure, private equity and private loans. You’ll also be working closely with multiple investment and corporate accounting teams. You’ll be joining a high growth environment and using technology to help support a wide range of business processes. We place a high value on maintaining an entrepreneurial spirit and delivering high quality, innovative solutions which contribute to the success of our organization.

**What You Will Do**

Key responsibilities include:

- Building out processes, documentation, and workflows with the aim of increasing efficiencies and scalability to handle future growth.
- Identifying areas for process improvements to streamline operations by improving accuracy and reducing risk.
- Management duties include performance reviews, professional development, recruitment, and team resource planning.
- Providing input to Senior Management on team growth, system/ process roadmaps and areas of technical debt.
- Living the CC&L culture by creating a supportive and rewarding place for team members to work in every day. With a focus on mutual respect and accountability Managers play a key role in maintaining motivated and engaged teams.
- Assisting investment teams with onboarding of new assets through various systems (Origin, Deal Path, VTS and Waypoint).
- Ensuring revenue stream data is correctly captured from agreements with multiple counterparties.
- Production of Investment Analytics and reporting to investment teams on asset performance.
- Maintaining good and accurate data across all systems through data validation and appropriate asset and deal creation.
- Working with third party vendors to support and enhance systems to ensure future growth can be supported.

**What You Bring**
- **Experience**:You have 5 years of related experience. Experience working in an institutional investment firm and exposure to alternative or private investments is an asset.
- **Knowledge**: Knowledge of real estate, infrastructure or other private investment industries is preferred. Accounting knowledge is highly desirable.
- **Tech Savvy**: Exposure to real estate systems (e.g. Yardi, Argus, VTS) is highly desirable. Advanced knowledge of MS Excel..
- **Problem Solving Skills**: You possess an analytical mind and enjoy solving problems.
- **Operational Excellence**: You have a track record in achieving operational excellence. Personal drive, high quality work, attention to detail and getting things done are important to you.
- **Team Player**: You have a positive attitude and collaborative spirit and current and former colleagues would say that you’re an easy person to work with. You have experience of leading a team with a track record of creating and maintaining effective and enjoyable team environments.
- **Collaborative Communication**: You have a proven ability to communicate well with internal stakeholders across multiple business lines; you’re clear on what you need, you manage expectations and you’re professional and positive.

**About Us**

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 approximately $110 billion in assets and nearly 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 opportu

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