Specialist, Institutional Portfolio Operations - Vancouver, Canada - Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Specialist, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group Ltd.

Vancouver, BC

When you join the Institutional Portfolio Operations (IPO) team as a Specialist, you are joining a group of tightknit, energetic, and social 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 Institutional Portfolio Operations Specialist is a critical part of our firm and clients' success and is a challenging and rewarding role for the right individual.

In this introductory role, you will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).

What You Will Do

The Institutional Portfolio Operations Specialist serves as the key provider of accurate investment portfolio data to the entire CC&L family.

In this role, you will:

Reconcile various items, including but not limited to: cash, transactions, holdings, futures, various derivative products, dividends, soft dollars, units, and alternative investments.
Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve reconciliation discrepancies.
Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
Work with auditors to assist in providing accurate and timely data for audits of our institutional client accounts.
Communicate with our custodian and prime brokers to setup daily delivery of external files for reconciliation purposes.
Participate in operational projects focusing on automation, efficiency, and the scalability of IPO's services.

What You Will Bring
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Investment Knowledge: You have an undergraduate degree and a genuine interest for the investment industry. Experience in an institutional investment firm, bank or trust company will be beneficial to your success.
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Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
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Inquisitive Mind: You have the ability to think rationally, and problem solve effectively.
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Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
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Positive Attitude: You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a "go-getter.

About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group Ltd. 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 $100 billion in assets and nearly 800 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 in our industry.

We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best.

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.