Client Portfolio Analyst, Client Solutions Team

4 weeks ago

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

**Client Portfolio Analyst, Client Solutions Team**

**Connor,**
**Clark & Lunn Investment Management Ltd.**

**Vancouver, BC**

We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of trust and confidence in the firm generates significant value to our organization. This opening represents a unique opportunity to play a meaningful role in support of our institutional client relationships.

We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to grow and succeed.

**Reasons to Grow Your Career with Us**
- **Impact** - We help create opportunities for you to leverage your personal strengths to make a positive impact on our business.
- **Culture** - Collaboration and innovation are deeply rooted in our culture. We enjoy working together and align our passions in pursuit of a shared objective in every project we undertake.
- **Development** - We create conditions for success tailored to each employee through internally developed career development plans.
- **Mentorship** - We believe that developing great people is the key to great success. You will have opportunities to share, hear and learn about career experiences from peers and senior team members.
- **Work-Life Balance **- Vancouver is surrounded by water, mountains, and cherry blossoms. We work hard in our professional lives

**What You Will Do**
- The Client Portfolio Analyst will have exposure to the firms’ key decision makers and have a broad range of responsibilities playing a critical role in the full client life cycle:

- Partnering with Vancouver based Client Portfolio Managers (CPMs) on all aspects of their client relationship responsibilities
- Participate in the development and execution of the Client Solutions team’s strategic goals and objectives
- Collaborate on all aspects of client relationship responsibilities from the development of a client’s service plan to its execution
- Collect, evaluate and analyze data related to clients and investment strategies
- Work with the organization’s support teams to improve systems, processes, and communications

**What You Bring**
- **Market Knowledge**: You have an undergraduate degree in economics or finance (or a related field) and a keen interest in capital markets with 3 to 5 years of relevant work experience
- **Passion for Relationships**:You naturally lean towards building relationships and possess strong verbal and written communication skills
- **Collaborative Communication**: You have a collaborative spirit that helps you to work well with others while at the same time taking initiative to build on the existing best practice of the team
- **Multi-tasking**: This is key. The role offers the opportunity to develop social and analytical skills. It is dynamic and fluid and requires the ability to prioritize and manage a wide range of responsibilities while at the same time developing an understanding of our clients and investment teams and strategies.

**About Us**
- Connor, Clark & Lunn Investment Management, an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $60 billion for a variety of client types from institutional pension plans to retail mutual funds across a number of investment strategies including quantitative and fundamental equity, fixed income, and balanced fund mandates.- 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._

  • Client Portfolio Analyst, Client Solutions Team

    6 days ago

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

    Client Portfolio Analyst, Client Solutions TeamConnor,Clark & Lunn Investment Management Ltd.Vancouver, BCWe are an award-winning client service team, responsible for managing all aspects of the firm's interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of...

  • Client Relationship Analyst, Client Solutions Team

    2 weeks ago

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

    **Client Relationship Analyst, Client Solutions Team** **Connor,** **Clark & Lunn Investment Management Ltd.** **Vancouver, BC** We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our...

  • Quantitative Product Analyst, Client Solutions Team

    3 weeks ago

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

    **Quantitative Product Analyst, Client Solutions Team** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our...

  • Quantitative Product Analyst, Client Solutions Team

    6 days ago

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

    Quantitative Product Analyst, Client Solutions TeamConnor, Clark & Lunn Investment Management Ltd.Vancouver, BCWe are an award-winning client service team, responsible for managing all aspects of the firm's interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the...

  • Senior Client Solutions Analyst

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Reporting to the Associate Director/Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with...

  • Senior Client Solutions Analyst

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 199276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Associate Director/Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in...

  • Senior Client Solutions Analyst

    7 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 199276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Associate Director/Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in...

  • Senior Client Solutions Analyst

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

       Requisition ID: 199276Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.  Reporting to the Associate Director/Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered...

  • Senior Client Solutions Analyst

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 199276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Associate Director/Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed /...

  • Associate, Portfolio Solutions

    6 days ago

    Vancouver, Canada Canaccord Genuity Corp. Full time

    Salary Range: $75,000 - $80,000 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...

  • Portfolio Manager

    2 months ago

    Vancouver, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job Description: Play a role in the business development of the firm's Private Client and Foundation products. Take on long term clients as part of the ongoing succession planning in the practice. Provide client service consistent with the highest service standards in the industry. Communicate effectively with a wide variety of clients. Work with...

  • Analyst, Client Transitions Management

    2 weeks ago

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

    **Analyst, Client Transitions Management (18-month Contract)** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We 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...

  • Manager & Team Lead, Client Onboarding & Sales

    2 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Analyst, Portfolio Analytics

    4 weeks ago

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

    **Analyst, Portfolio Analytics** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** We are looking for an **Analyst** to join our Vancouver-based Portfolio Analytics Team. The Portfolio Analytics (PA) Team manages a variety of functions that support performance, attribution, exposure, and risk calculations for an investment management firm...

  • Analyst, Portfolio Analytics

    3 weeks ago

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

    **Analyst, Portfolio Analytics** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** We are looking for an **Analyst** to join our Vancouver-based Portfolio Analytics Team. The Portfolio Analytics (PA) Team manages a variety of functions that support performance, attribution, exposure, and risk calculations for an investment management firm...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.We are looking for a Portfolio Manager to join the Private Client and Foundation team...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.We are looking for a Portfolio Manager to join the Private Client and Foundation team...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.We are looking for a Portfolio Manager to join the Private Client and Foundation team...

  • Client Solutions Manager

    2 months ago

    Vancouver, Canada Stalwart Insurance Brokers Full time

    **About Stalwart Insurance Brokers Ltd.** Stalwart Insurance Brokers Ltd. is a growing national life insurance brokerage looking to become one of Canada’s leading insurance brokers, by combining its industry expertise with a client-first approach. Stalwart values entrepreneurship and excellence, and is committed to rapid execution on its ambitious plans...

  • Analyst, Portfolio Management

    3 weeks ago

    Vancouver, Canada Trez Capital Full time

    Why Join Trez Capital? Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional...