Product Specialist Analyst, Fundamental Equity

Connor, Clark & Lunn Investment Management Ltd.
Vancouver, BC (remote across Canada considered)
We are seeking a part-time
Product Specialist Analyst
to join our Fundamental Equity team. In this role, you will help communicate investment insights, portfolio positioning, and performance to institutional clients and internal stakeholders. This position is well-suited for a professional who is analytical, detail-oriented, and skilled at translating investment ideas into clear, client-ready materials.

This is a 2-year part-time contract with the ideal candidate being required 3 days/week (or part-time hours 5 days/week). We are open to remote candidates across Canada, as well as in-person or remote in Vancouver.

What You Will Do

• Develop a solid understanding of the team's investment philosophy, process, and research framework.
• Monitor portfolio holdings, trades, positioning changes, and key drivers of return and risk.
• Support performance attribution, equity market/sector/stock commentary, and regular reporting cycles.
• Draft and refine monthly and quarterly commentaries, strategy updates, and client materials.
• Prepare customized meeting content, including pitch decks.
• Respond to client and consultant inquiries by coordinating inputs across portfolio managers, research, risk, and operations.

What You Bring

• Bachelor's degree in Finance, Commerce, Economics, Business, Mathematics, Engineering, or a related discipline.
• Progress toward the CFA designation is an asset.
• 1 - 5+ years of experience in asset management, investment consulting, equity research, performance/risk analytics, or a related field.
• Exposure to equities, institutional clients, or fundamental research is an asset but not required.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational skills
• Exceptional written and verbal communication skills, with the ability to produce clear, concise, client-ready content.
• Strong analytical skills and comfort working with investment data, attribution, benchmarks, and risk metrics.
• High proficiency in Excel; experience with Bloomberg, Macrobond, or Power BI is a plus.
• Interest in and knowledge of equity markets and stock analysis is a plus.
• Interest in and knowledge of generative AI tools (e.g., ChatGPT) is a plus.
• Ability to manage multiple deadlines in a fast-paced, collaborative environment.
• Intellectual curiosity, humility, and a team-first mindset aligned with CC&L's culture.

About Connor, Clark & Lunn Investment Management
Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return.

Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique investment management company whose affiliates collectively manage over $167 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients.

Connor, Clark & Lunn Investment Management 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.
The hourly salary range for this role is $35-60 per hour (24 hours per week expected with overtime eligibility). Compensation will be determined based on experience and qualifications.

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

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

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