Senior Institutional Portfolio Reconciliation Analyst

Elevate your career with Connor, Clark & Lunn as a Senior Analyst in the Institutional Portfolio Operations team. Focus on reconciliations and enhance operational efficiency in a supportive hybrid setting.

As a Senior Analyst, you will engage in complex reconciliations involving cash and transactions, requiring a minimum of four years of investment operations experience. This critical role will allow you to liaise with custodians to resolve discrepancies and contribute to process improvement initiatives, ensuring the investment success of clients such as pension funds and endowments.

Key Responsibilities:

• Perform detailed reconciliations of cash and transactions

• Resolve discrepancies with custodian and broker communications

• Facilitate month-end reconciliations and audits

• Participate in enhancing business processes and automation

• Complete special projects as needed

Requirements:

• Advanced degree in Finance, Business, or related area

• At least 4 years in investment operations and reconciliation

• Excellent problem-solving and analytical skills

• Competent in Microsoft Excel and online platforms

• Driven to learn and improve existing processes

Utilize your expertise in investment reconciliation to impact client outcomes positively at Connor, Clark & Lunn.
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