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About the Role

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).

Responsibilities

• Act as a primary operational contact for cash flow inquiries from investment teams, client-facing teams, custodians, affiliates, and other internal stakeholders.
• Process and validate institutional subscription, redemption, and other cash flow instructions to support daily trading and portfolio management activities.
• Perform daily validation, reconciliation, and quality control procedures to ensure cash flow information is complete, accurate, and consistent across systems.
• Identify operational risks, control gaps, and process inefficiencies, and recommend practical solutions to improve accuracy, resiliency, and service quality.
• Partner closely with the IRG Process Automation team to drive the evolution of cash notice operations through the design, implementation, and continuous enhancement of automated workflows, controls, validation checks, and exception-monitoring processes that strengthen the control environment and support scalable growth.
• Collaborate with cross-functional teams to deliver operational excellence and support the evolving needs of CC&L's investment management business.

Requirements

• You have an undergraduate degree in business administration, commerce or a related field and a genuine interest for the investment industry.
• A minimum of 2 years of experience in an institutional investment firm, bank or trust company, where you have acquired operational expertise in at least one of the three areas: cash notice processing, transitions, and AUM reporting.
• You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
• You have the ability to think rationally, and problem solve effectively.
• You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
• You are a sharp, self-motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• Demonstrated ability to leverage data, automation, and technology-driven solutions to enhance operational efficiency, strengthen controls, support scalable processes, and deliver actionable business insights.

Skills

• Microsoft 365 technologies
• Excel (advanced formulas, Power Query, and VBA)
• Power BI
• SharePoint
• Power Automate
• AI-enabled tools and solutions

Location

• Canada

Work Type

• Hybrid

Experience Level

• 2 years of experience

Education Level

• Undergraduate degree in business administration, commerce or a related field

Salary/Compensations

• $69,000-$72,000
• Annual performance bonus

About the Company

• CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.