Specialist, Client Reporting Development - Vancouver, Canada - Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Specialist, Client Reporting Development

Connor, Clark & Lunn Financial Group Ltd.

Vancouver, BC
Are you interested in joining one of Canada's top performing asset managers? Connor, Clark & Lunn Financial Group ("CC&LFG") is looking for a

Specialist,

Client Reporting Development. You will join our dedicated Client Reporting team to provide reporting operations expertise to CC&LFG's institutional and retail investment affiliates and interact with all levels of the organization.

The Client Reporting Team is based in Vancouver.

We place a high value on our team spirit and creating a culture where each of us has an opportunity to succeed.

We are a solution-oriented and collaborative team, seeking like-minded individuals who thrive in a challenging and dynamic environment.

What You Will Be Doing

On a regular basis we provide our institutional and retail clients with reports and information on their investments and our internal sales team with marketing material for our various products.

The information provided to clients through our reporting is a key part of the client experience, and doing it well is important to ongoing client retention while the marketing material supports our ongoing sales efforts.

In this role, you will be involved in all aspects of the development and enhancement process of institutional and retail client reports and marketing material

Key responsibilities include:

Advise and collaborate with the operational team members of the Institutional and Retail Client Reporting Teams in the creation of new and maintenance of existing client reports and other collateral material
Building, maintaining and enhancing report layouts using a mix of inhouse tools and leading third party technology to ensure highly effective reporting operations
Using a third party IDE to enhance and develop report layouts and assign logical rules to support the automated report production
Translating business logic to source code written in a proprietary language
Provide technical support to the operational teams in maintaining, preparing and distributing various reports to strict guidelines and deadlines
Involvement in the reporting systems life cycle from requirements gathering, assessments, development, testing and implementation to ensure the objectives of the reporting systems continue to be met
Develop new and enhance existing management information reporting
Perform quality control checks on the reporting process
Communicate with various Client Relationship Managers and other key personnel across CC&L to support and trouble shoot the entire reporting production process; liaise with the internal Information Systems support team and the third party provider to provide fixes and solutions
Provide training and support for internal clients on the reporting systems used
Document new and update existing reporting system releases and processes for business units
Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk
Investigate and advise on best reporting practice
Working with various teams on special projects as assigned

About You
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Innovative: You have been exposed to or have a keen interest in learning new technologies and developing and implementing new business processes.
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Team Player: You have a positive attitude and collaborative spirit. Current and former colleagues would say that you're an easy person to work with with a one-team mindset.
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Organized: You are able to manage competing tasks and can successfully navigate working on multiple initiatives with multiple lines of business.
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Savvy Communicator: You have a proven ability to communicate well with internal stakeholders and are well versed in bridging information system needs with business needs. You are clear on what you need and you clarify what others need; you manage expectations and are professional and positive all at the same time.
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Technology: Knowledge of source code writing is an asset. Knowledge of Simcorp's Coric Client Communication solution is an asset.
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Industry Knowledge

You have an undergraduate degree coupled with previous exposure to the investment industry or similar transferrable working experience.

About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group manages approximately $90 billion on behalf of institutional and individual clients.

We believe that success in asset management is an outcome of attracting, retaining and motivating the most talented individuals in our industry.

This is best achieved by the delivery of:

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.

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An Opportunity to Succeed: To do work that has value and which presents the opportunity for pr