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Analyst, Institutional Portfolio Operations

Company

Connor, Clark & Lunn Financial Group (CC&L)

Location

vancouver, metro vancouver regional district

Type

Full-time

When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. You will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).

What You Will Do

  • Process client subscription and redemption instructions daily in preparation for the trading teams.
  • Process management fee calculations for institutional entities including clients, funds and affiliates on a monthly and quarterly basis.
  • Administer the AUM re...

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