Analyst, Client Transitions Management

2 weeks ago

Toronto, Ontario, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts 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 strategies and operational requirements. The team manages over 400 transitions annually.

What You Will Do

  • Manage the onboarding of Institutional Canadian, US and global clients
  • Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
  • Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
  • Work diligently with investment managers, sales, compliance and operations teams
  • Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
  • Coordinate client restructures including changes to mandates, benchmarks and account transfers
  • Manage client KYC requirements and applications
  • Maintenance of onboarding tools, project plans and documentation

What You Bring

  • 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
  • Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
  • Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
  • Great communicator
  • Excellent interpersonal skills, emotional intelligence and a high level of integrity
  • Detailed-focus and the willingness to dive deep into processes and operational requirements

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 $167 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 explore

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.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position

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