Analyst, Corporate Actions
2 weeks ago
**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.
**What You Bring**
- **Experience**:1-3 years of overall experience, with at least 1 year in Corporate actions or in a similar role and/or enrolment in the CFA program will be beneficial to your success.
- **Investment Knowledge**:You have an undergraduate degree and a genuine interest in the investment industry.
- **Problem Solver**:You have a proven ability to think both critically and creatively to solve problems and improve processes.
- **Curiosity**:You have a thirst for knowledge and lifelong learning.
- **Positive Attitude**: You are a sharp, ambitious, and enthusiastic person who is able to work under pressure. You are a “go-getter”.
**Who We Are**
Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) 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. CC&LFG 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 $96 billion in assets and over 700 people 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 opportunity for professional growth and development.
- **Recognition and Reward**: To recognize each person’s contribution and to align compensation with contribution.
- 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._
**No telephone calls or recruitment agencies will be accepted.**
**#CCL1
-
Supervisor, Corporate Actions
7 days ago
Vancouver, Canada TEEMA Full timeYou will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...
-
Supervisor, Corporate Actions
2 days ago
Vancouver, Canada TEEMA Full timeYou will lead 3 people in this role; 1 Team Lead and 2 Administrators. - Annual Bonuses, Employee owned, Offer ownership in shares. - 4 Weeks holiday for Supervisors - Opportunity for growth **Requirements**: 5 years of Corporate Actions, really looking for a SME in Corporate Actions Broadridge Dataphile platform or similar data processing system but strong...
-
Lead Corporate Actions
2 weeks ago
Vancouver, Canada TEEMA Full timeRESPONSIBILITIES - People Leadership: Inspire, coach, support and develop the Corporate Actions team - Minimum of five years of corporate actions or related industry experience - Minimum of three years of proven people leadership skills - Undergraduate degree or equivalent work experience in a business-oriented discipline - Proven ability to deliver results...
-
Corporate Actions Administrator
2 weeks ago
Vancouver, Canada Aviso Wealth Full timeAviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
-
Corporate Actions Administrator
2 weeks ago
Vancouver, Canada Aviso Wealth Full timeAviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
-
Corporate Actions Associate
7 days ago
Vancouver, Canada Raymond James Financial, Inc. Full time2500317 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management...
-
Corporate Actions Administrator
2 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full time $55,000 - $65,000Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
-
Corporate Actions Reorg Specialist
2 weeks ago
Vancouver, Canada Leede Financial Inc. Full timeA leading investment firm in Metro Vancouver is seeking a Reorg Administrator to ensure accurate corporate action processing in their resource management software. Responsibilities include managing corporate actions, providing relevant data to Investment Advisors, and ensuring correct reporting for client tax documents. The ideal candidate will have a strong...
-
Corporate Actions Associate
2 weeks ago
Vancouver, Canada Raymond James Financial, Inc. Full time**Corporate Actions Associate - 1 Year Contract** - 2401444 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...
-
Corporate Financial Analyst
2 weeks ago
Vancouver, Canada . Full timeAbout Family Innovation Corp.Family Innovation Corp. (“FIC”) is a multi-family office providing multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other services.We recognize excellent relationship management, accurate, actionable, and sound advice, and the desire to deliver the best...