Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Analyst, Product Transitions role.
Rezi rewrites your resume against Connor, Clark & Lunn Financial Group Ltd.'s job description. Free.
Tailor your resume to this Analyst, Product Transitions role.
Rezi rewrites your resume against Connor, Clark & Lunn Financial Group Ltd.'s job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Analyst, Product Transitions posting at Connor, Clark & Lunn Financial Group Ltd. — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Analyst, Product Transitions posting at Connor, Clark & Lunn Financial Group Ltd. — free, in seconds.
About the Role
The Product Transitions team oversees the operational setup, launch, and restructure of CC&L's Canadian, US, and global investment funds. The team develops and executes transition plans by combining a deep understanding of investment strategies, operational requirements, and the needs of clients and investment managers. Partnering closely with investment teams, custodians, brokers, legal and compliance, and operational teams, the team manages over 100 fund transitions annually.
Responsibilities
- Coordinate the onboarding and relationship management of custodians, prime brokers and trading counterparties, including KYC/AML processes, account opening documentation, legal agreements, and operational setup.
- Serve as the primary liaison between internal stakeholders and external counterparties.
- Analyze and identify operational and portfolio management requirements, and work with internal teams to set up new funds.
- Participate in product and operational meetings to provide updates on onboarding progress and counterparty developments.
- Utilize Smartsheet, SharePoint and S&P Global Counterparty Manager for project tracking, reporting, and coordination of deliverables.
- Maintenance of onboarding tools, project plans and documentation.
Requirements
- 3+ years of experience in investment operations, finance or banking.
- Experience with investment products, knowledge of financial markets and funds preferred.
- Collaborative and team-oriented approach.
- Ability to provide succinct written and verbal communication.
- Confident and comfortable expressing opinions and making decisions.
- Analytical, creative and growth mindset.
- Ability to thrive at solving problems and making sound decisions under pressure.
- Dependable and can figure things out.
- Can manage multiple tasks and projects while staying on track with deliverables and exhibiting strong attention to detail.
- Ability to set priorities and meet deadlines.
Skills
- Smartsheet
- SharePoint
- S&P Global Counterparty Manager
- Project tracking
- Reporting
- Coordination of deliverables
- KYC/AML processes
- Account opening documentation
- Legal agreements
- Operational setup
- Investment operations
- Finance
- Banking
- Investment products
- Financial markets
- Funds
- Written communication
- Verbal communication
- Problem solving
- Decision making
- Attention to detail
- Time management
Location
- Canada
Work Type
- Hybrid
Experience Level
- 3+ years
Salary/Compensations
- $61,000–$92,000
Benefits
- Social events
- Volunteering
- Corporate social responsibility
- Flexible work practices
- Work-life balance
- 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
- CC&L’s affiliates trade in over 70 countries spanning developed, emerging and frontier markets across equities, fixed income, and derivatives.
- At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you".
- Our shared goals reflect what matters most to our people: Your community, Your growth, Recognizing you.
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.