Investment Portfolio Operations Analyst Hybrid

Boost your career in investment as a Portfolio Operations Analyst with CC&L Financial Group in Vancouver. This hybrid role focuses on data management and teamwork for portfolio efficiency.

As a key member of the Retail Portfolio Operations team, you will play a crucial role in managing client data and ensuring operational efficiency. Collaborating with diverse teams, you’ll respond to client queries and produce detailed reports for High-Net-Worth clients while driving process improvements.

Key Responsibilities:

• Reconcile client portfolio and fund cash flows

• Engage with custodians and investment professionals

• Generate reports for high-net-worth clientele

• Monitor trading and manage client accounts

• Contribute to process enhancement initiatives

Requirements:

• Degree in Business, Finance, or Economics

• Advanced MS Excel capabilities and investment account knowledge

• Minimum of two years related experience

• Ability to problem-solve in high-pressure situations

• Strong collaboration and communication skills

Leverage your analytical skills to excel in this vibrant investment environment at CC&L Financial Group.
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