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About the Role
Join one of Canada’s top performing asset managers as an Institutional Portfolio Operations Analyst on a 1-year contract. This role is critical to the firm and clients' success, offering a challenging and rewarding experience within the asset management world with opportunities for growth and development at Connor, Clark & Lunn (CC&L).
Responsibilities
- Serve as a key operational contact for billing activities, providing subject matter expertise and support for fee administration, invoicing, revenue reporting, and related operational matters.
- Calculate institutional client and fund management fees, generate invoices, and coordinate the timely distribution of billing information.
- Develop financial models and analytical tools to support fee negotiations, client proposals, revenue forecasting, and strategic business initiatives.
- Coordinate the payment and administration of fund expenses across CC&L's diverse suite of pooled investment products.
- Identify operational risks, control gaps, and process inefficiencies, and recommend solutions.
- Partner with the IRG Process Automation Team to drive the evolution of billing operations through automation, workflow optimization, exception management, and enhanced control frameworks.
- Collaborate with cross-functional teams to support business initiatives and deliver operational excellence.
- Support the development and maintenance of documented procedures, controls, methodologies, and governance practices.
Requirements
- Undergraduate degree in business administration, commerce or a related field.
- Minimum 2 years of experience in the investment management industry, gained within an institutional asset manager, bank, trust company, or fund administrator.
- Experience supporting fund accounting, management fee administration, fund expense processing, NAV oversight, or related operational functions is highly desirable.
- Ability to articulate clearly through both verbal and written mediums.
- Ability to work well with others to resolve complex issues.
- Ability to think rationally and problem solve effectively.
- Commitment to contributing and supporting a team.
- Sharp, self-motivated, ambitious, and enthusiastic.
- Seek to improve existing processes and help to implement creative solutions.
- Advanced proficiency with Microsoft 365 technologies, including Excel (advanced formulas, Power Query, and VBA), Power BI, SharePoint, and Power Automate.
- Demonstrated ability to leverage data, automation, and technology-driven solutions to enhance operational efficiency, strengthen controls, support scalable processes, and deliver actionable business insights.
- Experience with AI-enabled tools and solutions is considered an asset.
Skills
- Fee administration
- Invoicing
- Revenue reporting
- Financial modeling
- Analytical tools
- Expense processing
- Risk identification
- Process improvement
- Automation
- Workflow optimization
- Exception management
- Control frameworks
- Cross-functional collaboration
- Procedure development
- Methodology development
- Governance practices
- Microsoft Excel
- Power Query
- VBA
- Power BI
- SharePoint
- Power Automate
Location
- Canada
Work Type
- Hybrid
- 1-year contract
Experience Level
- Minimum 2 years of experience
Education Level
- Undergraduate degree in business administration, commerce or a related field
Salary/Compensations
- $71,000-$76,000
- 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.