Analyst, Client Transitions Management

Connor, Clark & Lunn Financial Group; Toronto; Hybrid; CAD 61,000 - 92,000; Full time

Job summary

Connor, Clark & Lunn Financial Group is seeking a Client Transitions Analyst to lead onboarding and restructuring for institutional clients across Canada, the US, and globally. You will serve as the primary liaison with clients, custodians, and consultants, coordinating cross-functional teams to ensure smooth transitions.

The role requires 3+ years in investment operations or client-facing roles, with strong analytical skills and a disciplined, proactive approach.

Qualifications

• 3+ years in an investment operations or client-facing role.
• Knowledge of financial markets and investment processes preferred.
• Analytical, creative, growth mindset with problem solving.
• Excellent interpersonal skills and high level of integrity; detail-focused.

Responsibilities

• Manage the onboarding of Institutional Canadian, US and global clients.
• Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants.
• Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients.
• Work diligently with investment managers, sales, compliance and operations teams.
• Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding.
• Coordinate client restructures including changes to mandates, benchmarks and account transfers.
• Manage client KYC requirements and applications.
• Maintenance of onboarding tools, project plans and documentation.

Skills

Investment operations

Client-facing

Analytical thinking

Cross-functional collaboration

Attention to detail

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for aClient Transitions Analyst for an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

• Manage the onboarding of Institutional Canadian, US and global clients
• Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
• Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
• Work diligently with investment managers, sales, compliance and operations teams
• Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
• Coordinate client restructures including changes to mandates, benchmarks and account transfers
• Manage client KYC requirements and applications
• Maintenance of onboarding tools, project plans and documentation

What You Bring

• 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
• Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
• Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
• Excellent interpersonal skills, emotional intelligence and a high level of integrity
• Detailed-focus and the willingness to dive deep into processes and operational requirements

The salary range for this position is $61,000 - $92,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.