Institutional Portfolio Operations Analyst
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The Institutional Portfolio Operations Analyst position is integral to the team’s impact on clients' financial outcomes. Candidates with a strong foundation in operational processes, particularly in cash flow management or transitions, are ideal. With at least 2 years of experience in investment operations, you will work closely with both internal teams and clients to enhance service quality and operational excellence.
Key Responsibilities:
• Serve as primary contact for cash flow inquiries
• Process and validate subscription and redemption instructions
• Conduct daily validation and reconciliation checks
• Identify and recommend solutions for operational risks
• Collaborate with cross-functional teams to enhance processes
Requirements:
• Undergraduate degree in business or related field
• Minimum 2 years’ experience in institutional investment firms
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft 365 technologies
• Ability to problem-solve and work effectively with teams
Bring your operational expertise and enthusiasm to support CC&L's mission in optimizing institutional portfolios.
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