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About the Role
Join one of Canada’s top performing asset managers as a Retail Portfolio Operations Specialist. You will work and learn alongside a dedicated team in a fun, collaborative, and energetic environment, tackling challenges together.
Responsibilities
- Maintain and reconcile client portfolio and fund data, including client cash, holdings, units, fund-level cash flows, and performance.
- Collaborate with external custodians, fund administrators, and internal business and investment teams.
- Respond to ad hoc client portfolio queries from custodians and front office.
- Produce monthly, quarterly, and annual client reports for High-Net-Worth clients.
- Provide support to other teams on performance inquiries related to transactional data.
- Trade pooled funds and monitor High-Net-Worth clients using the Custom Trade Order Management system.
- Coordinate account transfers between various custodians.
- Maintain client fee and holdings data to generate invoices and collect fees.
- Assist with process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc.
Requirements
- Undergraduate degree in Business, Finance, Accounting, or Economics.
- Strong computer skills with advanced knowledge of MS Excel.
- Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
- Ability to ensure high-quality output and identify areas for investigation.
- Proven ability to think logically and problem-solve effectively.
- Demonstrated ability to work efficiently under pressure, manage changes and interruptions, and meet strict deadlines.
- Desire to learn processes and improve operational efficiencies.
- Collaborative spirit and effective communication skills.
- At least one year of related work experience in an investment firm, bank, or trust company is an asset.
- Completion of the Canadian Securities Course is an asset.
Skills
- MS Excel
- Investment accounts (RRSP, TFSA, RRIF, etc.)
- Custom Trade Order Management system
- Communication
Location
- Canada
Work Type
- Hybrid
Experience Level
- Entry Level
- 1+ year related experience
Education Level
- Undergraduate degree in Business, Finance, Accounting, or Economics
- Canadian Securities Course
Salary/Compensations
- $60,000 - $70,000
- Annual performance bonus
About the Company
- Canada’s top performing asset managers.
- Explore cclgroup.com for career building opportunities.
Equal Opportunity
- Committed to providing an inclusive, accessible recruitment and selection process.
- Welcome and encourage applications from people with disabilities.
- Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
- AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.