Analyst, Performance

7 months ago

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

**Analyst -Performance & NAV Management, Investment Data Analytics**

**Connor, Clark & Lunn Financial Group**

**Vancouver, BC**

We are looking for an Analyst - Performance & NAV Management to join our Vancouver based Investment Data Analytics Team (IDA).

The Performance & NAV Management Team (PNM) resides within the middle office of Connor, Clark & Lunn Financial Group (CC&LFG) and is responsible for delivering timely and accurate NAV data and post-trade analytics that supports the investment management process of all CC&L affiliates. The team collaborates with both internal and external stakeholders to ensure NAV and performance reporting are effectively managed. CCLFG manages a wide range of global assets and heavily relies on the output of the IPA for a variety of functions from the front office to the back. This is a fantastic opportunity to be part of a dynamic strategic team whose scope, visibility and importance continues to grow.

We place a high value on maintaining an entrepreneurial spirit and creating a culture where each of us have opportunities to succeed. We are a solution orientated and collaborative team seeking likeminded individuals who thrive in a challenging and dynamic environment. This is a Vancouver based role, which offers a flexibility between working from home and the office. This role operates in a unique position, working closely with many internal business units as well as external fund custodians. Your work will consist of managing the pooled fund net-asset-value (NAV) synchronization process for multiple fund managers, across a wide variety of investment strategies. In addition to operational responsibilities, there are project and investigative aspects including continuous process improvement and ad-hoc problem solving in both an independent and collaborative setting.

**What You Will Do**
- You are empowered to thrive as a process owner with both the creativity and responsibility that comes with delegation. You will have exposure to the whole investment operations business as you work with multiple partners including global investment managers, trade operations, portfolio compliance, and information technology.
- As an Analyst, you will bring your attention-to-detail to isolate and resolve transaction, corporate action, valuation, and performance issues proactively; or when alerted by other business partners, drive resolution in a well-organized and responsive fashion for thousands of our pooled fund clients.
- Synchronize pooled fund NAVs, which involves analyzing transactions and security pricing, connecting with external custodians and internal teams across all CC&L affiliates
- Ensure synchronized fund values are appropriately reflected / updated across various internal systems and communicate with various internal and external stakeholders as required
- Analyze exception reports and follow-up to ensure timely resolution
- Support ad-hoc data, reporting, RFP, DDQs and sales and marketing requests
- Develop and manage relationships with both internal and external stakeholders
- Proactively seek out and implement innovative process/workflow improvements to increase efficiency, mitigate risk, and increase the level of service
- Support the manager on a variety of ad-hoc tasks and projects
- Write and update procedure documentation as required

**What You Bring**
- Education - You have a degree in Finance, Commerce, Business Administration, Business Operations, or a related field. Completion of or enrollment in a relevant designation, such as CFA is an asset.
- Industry Knowledge - a minimum of 2-3 years of experience in the investment management industry with exposure to performance analysis, reconciliation, or fund accounting is an asset.
- Problem Solver - You possess an analytical mindset and able to break down complex processes into components in order to logically deduce the root cause of issues.
- Collaborative - You have a collaborative spirit that helps you to work well with others and communicate effectively.
- Self-Motivated - You have a passion for advancing the quality, scale, and efficiency of data processes and taking ownership of multiple processes with keen attention to detail.
- Continuous Process Improvement Mindset - You constantly take a critical eye to processes with the goal of finding improvement opportunities while managing multiple responsibilities.

**The salary range for this position is $60,000 - $90,000. 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**
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

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