Retail Portfolio Operations Analyst

Position: Retail Portfolio Operations Analyst Opportunity
Elevate your career with Connor, Clark & Lunn Financial Group as a Retail Portfolio Operations Analyst in Toronto. Engage in accounting, client portfolio management, and collaborative problem-solving in a hybrid work environment.

We are seeking a detail-oriented Retail Portfolio Operations Analyst to join our vibrant team at Connor, Clark & Lunn in Toronto.

This role offers you the chance to work with client portfolios, maintain fund data, and produce comprehensive reports for our High-Net-Worth clients. If you thrive in a dynamic environment that encourages learning and growth, this position may be the perfect fit for you.

Key Responsibilities:

• Maintain and reconcile client portfolio and fund data

• Collaborate with fund administrators and custodians

• Respond to client portfolio inquiries and support performance queries

• Produce client reports for High-Net-Worth clients

• Support process enhancement projects at CC&L

Requirements:

• Undergraduate degree in Business or Finance

• At least two years of related work experience

• Strong advanced skills in MS Excel

• Knowledge of investment accounts is an asset

• Proven problem-solving and communication abilities

Become an integral part of a dedicated team optimizing operational efficiencies at Connor, Clark & Lunn Financial Group.
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