Specialist, Institutional Portfolio Operations - Vancouver, Canada - Connor, Clark & Lunn Financial Group
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:
- Maintain CC&L FG's assets under management reporting system to ensure accuracy of data, prepare monthly, quarterly and adhoc reports for portfolio managers and clients, investigate data discrepancies, and coordinate with systems developers to resolve them.
- Process client cash requests on a daily basis in preparation for the trading teams.
- Prepare monthly and quarterly client management fee invoices.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO's services.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
What You Will Bring
-
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.
-
Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
-
Inquisitive Mind: You have the ability to think rationally and problem solve effectively.
-
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.
-
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 $96 billion in assets and over 700 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._
More jobs from Connor, Clark & Lunn Financial Group
-
Stagiaire, Analyste en Investissement
Montréal, Canada - 1 week ago
-
Analyst, Corporate Actions
Vancouver, Canada - 2 weeks ago
-
Brand Manager
Toronto, Canada - 2 weeks ago
-
Operations Associate
Toronto, Canada - 3 weeks ago
-
Client Service Administrator, Multi-asset
Vancouver, Canada - 2 weeks ago
-
Private Client Intern
Toronto, Canada - 2 weeks ago