Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Analyst, Institutional Portfolio Operations role.

Rezi rewrites your resume against Connor, Clark & Lunn Financial Group Ltd.'s job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Analyst, Institutional Portfolio Operations posting at Connor, Clark & Lunn Financial Group Ltd. — free, in seconds.

About the Role

The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success, offering 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.
Collaborate with cross-functional teams to deliver operational excellence and support the evolving needs of CC&L's investment management business.

Requirements

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, with operational expertise in cash notice processing, transitions, and AUM reporting.
Clear verbal and written communication skills, with the 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 of like-minded individuals.
Sharp, self-motivated, ambitious, and enthusiastic with a proactive approach to improving processes and implementing 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

Microsoft 365
Excel (advanced formulas, Power Query, and VBA)
Power BI
SharePoint
Power Automate
Data leverage
Automation
Technology-driven solutions
AI-enabled tools

Location

Canada

Work Type

Hybrid

Experience Level

2 years

Education Level

Undergraduate degree in business administration, commerce or a related field

Salary/Compensations

$71,000-$76,000
Annual performance bonus

Benefits

Social events
Volunteering opportunities
Corporate social responsibility
Flexible work practices
Work-life balance support
Continuous learning budgets
Paid study days
Support for professional designations
Competitive total compensation
Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits

About the Company

Connor, Clark & Lunn Financial Group is one of Canada’s top performing asset managers.
We are "invested in our greatest asset, you".
Our shared goals reflect what matters most to our people: community, growth, and recognition.

Equal Opportunity

We are committed to providing an inclusive, accessible recruitment and selection process.
We 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.