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About the Role
Join our Proposal and Database Team as an Investment Database Analyst. If you enjoy learning about investment products, winning new business, and thrive in a fast-paced environment, this role is for you. You will be part of an energetic, social, and success-driven team.
Responsibilities
- Manage and maintain investment strategy and firm profiles across external consultant databases, ensuring accuracy, completeness, and currency.
- Conduct regular reviews and audits of database profiles to identify and resolve data inconsistencies, gaps, and outdated information.
- Analyze consultant database screening activity and market data to identify trends, assess product positioning and competitiveness, and provide insights into CC&L Financial Group strategies.
- Identify opportunities to improve, standardize, and automate database processes for increased efficiency, consistency, and data quality.
- Complete surveys and other information requests from prospects and external audiences.
- Support RFPs, DDQs, and consultant questionnaires by providing and validating investment database information.
- Maintain supporting documentation, reporting, and tracking tools for database coverage, updates, and data quality.
Requirements
- Degree in Finance or similar.
- Genuine interest in the investment industry.
- 2-3 years of experience in an institutional investment firm, bank, or trust company is beneficial.
- Time management, project management, and attention to detail.
- Completion of relevant industry courses is an asset.
- Strong verbal and written communication skills.
- Ability to articulate clearly and work well with others to resolve complex issues.
- Strong team player committed to contributing to a high-standard team.
- Continuous-improvement mindset with an interest in streamlining, standardizing, and automating processes.
- Strong proficiency with Microsoft Office applications.
- Previous experience with databases such as eVestment, Callan, Morningstar, or Wilshire is beneficial.
- Familiarity with Omni Complete, AI tools, and other emerging technologies is an asset.
Skills
- Time management
- Project management
- Attention to detail
- Verbal communication
- Written communication
- Teamwork
- Continuous improvement
- Microsoft Office proficiency
- Database management (eVestment, Callan, Morningstar, Wilshire)
- Omni Complete
- AI tools
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 2-3 years
Education Level
- Degree in Finance or similar
- Relevant industry courses
- Professional designations
Salary/Compensations
- $68,000–$80,000
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
- 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, and recognizing your contributions.
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.