Analyst, Product Transitions

**Analyst, Product Transitions Management**

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

**Vancouver, BC**

The Product Transitions team is responsible for coordinating the operational set up, launch and restructure of our Canadian, US and global funds for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment managers, investment strategies and operational requirements. The team manages over 100 transitions annually.

**What You Will Do**
- Lead the onboarding and relationship management of prime brokers and trading counterparties across Canadian, US, and global markets.
- Coordinate broker account openings and documentation for new trading relationships, ensuring compliance with internal standards and regulatory requirements.
- Manage the end-to-end onboarding lifecycle, including KYC/AML processes, legal agreements, and operational setup.
- Serve as the primary liaison between internal stakeholders and external counterparties to ensure seamless onboarding and ongoing relationship support.
- Support fund and market opening initiatives by aligning counterparty capabilities with investment strategies.
- Monitor and respond to evolving global market access requirements and trading regulations.
- Participate in product and operational meetings to provide updates on onboarding progress and counterparty developments.
- Utilize Smartsheet, SharePoint, Counterparty Manager and Excel for project tracking, reporting, and coordination of deliverables.
- Maintain onboarding tools, project plans, and documentation to ensure transparency and audit readiness.

**What You Bring**
- **Industry Knowledge**: 3+ years of experience in an investment, finance or banking role. Experience with investment products, knowledge of domestic and foreign financial markets and funds would be an asset.
- **Interpersonal**:Collaborative and team-oriented approach to working with others. You communicate effectively with both internal and external stakeholders and are comfortable with both collaborative and direct communications.
- **Effective Communications**:Demonstrate ability to provide succinct written and verbal communication. You are confident and comfortable with expressing opinions and making decisions.
- **Critical Thinking & Reasoning**:You have an analytical and creative mindset. You thrive at solving problems and making sound decisions under pressure
- **Accountability & Resourcefulness**: You own what you do, are dependable, can figure things out, all while working in an autonomous environment.
- **Organization**: You are organized and can manage multiple tasks and projects while staying on track with deliverables and exhibiting strong attention to detail. You can set priorities and meet strict deadlines.
- **Putting It All Together**:You can combine your enthusiasm, passion, curiosity, education and experiences to see the big picture, focus in on the details, solve complex problems and communicate your ideas effectively to a broad range of people. The team show these qualities every day and we are looking for like-minded individuals.
- The salary range for this position is $60,000 - $80,000. 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**:

- At CC&L Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
- For a closer look at how you can build your career with us, we invite you to Career opportunities - CC&L Financial Group Ltd.
- CC&L Financial Group 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.
- #LI-HYBRID #LI-RD1