Analyst, Client Transitions Management

Connor, Clark & Lunn Financial Group (CC&L); Vancouver; Hybrid; CAD 61,000 - 92,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) is seeking a Client Transitions Analyst to join their Transition Management team in Vancouver. The role focuses on managing the onboarding of institutional clients and client account restructures through effective risk analysis and collaboration with multiple stakeholders. Candidates should have over 3 years of experience in investment operations and strong analytical, communication, and interpersonal skills. This position operates on a hybrid work model and offers a competitive salary ranging from $61,000 to $92,000 plus an annual performance bonus.

Qualifications

• 3+ years of experience in an investment operations or client-facing role.
• Background and knowledge in financial markets and investment processes preferred.
• Experience in collaborating with internal stakeholders on client and project requirements.

Responsibilities

• Manage the onboarding of institutional clients in Canada and globally.
• Serve as the key contact during the onboarding process.
• Coordinate and manage client KYC requirements and applications.

Skills

Investment operations experience

Analytical skills

Interpersonal skills

Communication skills

Attention to detail

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client 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
• Great communicator
• 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.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.