Retail Portfolio Operations Analyst

Job in Vancouver, BC, Canada

Listing for: Connor, Clark & Lunn Financial Group Ltd.

Full Time position
Listed on 2026-08-01

Job specializations:

Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Reporting, Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 68500 - 80000 CAD Yearly CAD 68500.00 80000.00 YEAR

Elevate your career as a Retail Portfolio Operations Analyst with CC&L Financial Group in Vancouver. This hybrid role emphasizes process improvement, data analysis, and collaboration.

Join a dynamic team at CC&L Financial Group, passionate about investment portfolio management. The Retail Portfolio Operations Analyst will maintain and reconcile client and fund data and enhance operational efficiencies. You will work alongside talented colleagues and enjoy significant learning opportunities in this lively environment.

Key Responsibilities:

• Maintain and reconcile client portfolio and fund data

• Collaborate with custodians and investment teams

• Produce reports for High-Net-Worth clients

• Trade pooled funds and manage client accounts

• Assist in process enhancement projects

Requirements:

• Undergraduate degree in Business, Finance, or related fields

• Strong MS Excel skills and knowledge of investment accounts

• At least two years of relevant experience

• Proven problem-solving skills under pressure

• A collaborative spirit with effective communication

Combine your analytical abilities and teamwork to thrive in investment operations at CC&L Financial Group.
#J-18808-Ljbffr

Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
View / Apply for Jobs
Matching My Jurisdiction