Manager, Private Market Portfolio Operations

4 days ago

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

**Manager, Private Market Portfolio Operations**

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

**Toronto, ON**

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 opportuni

  • Analyst, Private Market Portfolio Operations

    4 days ago

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

    **Analyst, Private Market Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Toronto, ON** We are looking for an Analyst 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...

  • Private Wealth Portfolio Manager

    7 days ago

    Toronto, Canada iA Private Wealth Inc. Full time

    Description JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment...

  • Client Portfolio Manager, Private Markets

    4 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Private Credit Portfolio Operations Analyst

    2 days ago

    Toronto, Canada harmonic Full time

    Private Credit Portfolio Operations Analyst Established in 2003, Harmonic Fund Services is an independent financial services firm specializing in the global alternative investments industry. We are one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Toronto, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Client Portfolio Manager, Private Markets

    1 month ago

    Toronto, 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, Private Markets

    2 weeks ago

    Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario’s university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and 12 university sector-affiliated organizations. Our commitment is to protect the...

  • Manager, Portfolio Operations

    3 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    Manager, Portfolio Operations - The opportunity - Portfolio Operations - Public Securities (POPS) is responsible for asset servicing, investment accounting, pricing, portfolio control activities and supporting financial reporting of publicly traded securities. The Manager leads a team of professionals who are primarily responsible for delivering these...

  • Portfolio Analyst, Private Capital

    6 days ago

    Toronto, 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 Employers,...

  • Manager, Portfolio Operations

    3 weeks ago

    Toronto, Canada Ontario Teachers' Full time

    Manager, Portfolio Operations The opportunity Portfolio Operations – Public Securities (POPS) is responsible for asset servicing, investment accounting, pricing, portfolio control activities and supporting financial reporting of publicly traded securities. The Manager leads a team of professionals who are primarily responsible for delivering...

  • Manager, Portfolio Operations

    2 weeks ago

    Toronto, Canada Ontario Teachers' Full time

    Manager, Portfolio Operations The opportunity Portfolio Operations – Public Securities (POPS) is responsible for asset servicing, investment accounting, pricing, portfolio control activities and supporting financial reporting of publicly traded securities. The Manager leads a team of professionals who are primarily responsible for delivering...

  • Portfolio Manager, National Private Investment Fund

    6 days ago

    Toronto, Canada Rally Assets Full time

    As a registered **Portfolio Manager**, you are ready to develop a large nationally innovative private-asset fund to support sustainable development and social equity and strengthen the social finance sector in Canada. With your experience investing in a wide range of private investments, you are ready to be the lead architect in building out and managing a...

  • Portfolio Analyst, Private Investment Counsel

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 169920 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: Assist in the management of investment portfolios by ensuring asset mix and total return meet client’s short and long term income and investment growth goals through the use of central models containing...

  • Vp/portfolio Manager

    3 days ago

    Toronto, Canada Franklin Templeton Investments Full time

    Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to...

  • Associate Portfolio Manager

    4 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 168364 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: Non client facing role. Accountable for the day to day management of a large number of investment portfolios for high net worth clients on a centralized basis. Ensuring asset mix and total return meet client’s...

  • Market Leader, Private Banking

    6 days ago

    Toronto, 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...

  • Marketing Manager

    3 days ago

    Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    **Marketing Manager - Advisor Onboarding** **Location**:This position is located in our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of...