Retail Portfolio Operations Analyst

Position: Retail Portfolio Operations Analyst – Hybrid Role
Become a vital part of the Retail Portfolio Operations team at CC&L Financial Group, one of Canada's leading asset managers. This hybrid position allows you to engage with client portfolios while collaborating with a dynamic team.

As a Retail Portfolio Operations Analyst, you will support client portfolio management, ensuring accuracy in fund data, cash flows, and performance reporting. Contributing to a collaborative environment, you will work closely with custodians and investment teams. Your analytical skills will shine as you tackle diverse queries and enhance operational processes.

Key Responsibilities:

• Maintain and reconcile client portfolio and fund data

• Collaborate with external custodians and fund administrators

• Respond to client portfolio inquiries from service teams

• Produce detailed reports for High-Net-Worth clients

• Support teams on performance inquiries related to data

Requirements:

• Undergraduate degree in Business, Finance, or related field

• At least two years in an investment firm or bank

• Strong advanced MS Excel skills

• Proven logical thinking and problem-solving ability

• Collaborative and effective communication skills

Leverage your analytical and collaborative skills in this exciting hybrid role at CC&L Financial Group.
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