Analyst, Institutional Client Reporting (15-Month Contract)

Connor, Clark & Lunn Financial Group (CC&L); Toronto; On-site; CAD 65,000 - 75,000; Full time

Job summary

A financial services firm in Toronto is seeking an Analyst for its Client Reporting team. This role involves enhancing reporting capabilities and collaboration across internal teams for automated reporting solutions. Candidates should have a relevant undergraduate degree and 3-4 years of experience in financial services. Familiarity with Microsoft Power Platform and Simcorp Coric is preferred. The salary range is $65,000 – $75,000, plus performance bonuses.

Qualifications

• 3-4 years of related work experience in a financial services or investment management firm.
• Completion of the Canadian Securities Course or CFA Society Investment Foundations Program is an asset.
• Familiarity with Simcorp Coric and Microsoft Power Platform is a strong asset.

Responsibilities

• Design, prioritize and implement new features in the Client Reporting solution.
• Monitor system performance for availability and reliability.
• Provide training and support for internal stakeholders on reporting systems.

Skills

Cross-functional collaboration

Technical support

Code writing and debugging

Project management

Financial services knowledge

Education

Undergraduate degree

Tools

Microsoft Power Platform

Simcorp Coric

Job description

Connor, Clark & Lunn Financial Group Ltd., Toronto, ON – Analyst, Client Reporting. We are looking for a candidate to join our Institutional Client Reporting team. The team is responsible for ensuring that client reports and other collateral materials are accurately set up, packaged, reviewed, signed off and distributed to clients on a timely basis. The role focuses on enhancing the technical and functional capabilities of our Client Reporting solution suite and collaborating with cross‑functional teams to design, integrate and maintain system functionalities that support high‑quality, automated reporting for institutional and retail clients.

What You Will Do

• Partner with internal teams to design, prioritize and implement new features and functionality into the Client Reporting solution suite.
• Actively participate in system design discussions and contribute to architectural decisions for reporting workflows.
• Translate business logic into proprietary source code and apply logical rules for automated report production using third‑party IDEs.
• Build, maintain and enhance report layouts using in‑house tools and third‑party technologies including Simcorp Coric and Microsoft Power Platform (Power BI, Power Apps, Power Automate, Fabric).
• Monitor system performance to ensure availability and reliability.
• Schedule and prioritize upgrades and maintenance activities in collaboration with the Information Systems teams.
• Provide technical support to operational teams and act as a Subject Matter Expert on reporting applications and integrations.
• Troubleshoot issues and liaise with Information Systems and third‑party providers to implement fixes and enhancements.
• Collaborate with operational team members to create, maintain and enhance client reports and marketing collateral.
• Advise on best practices and support the operational Client Reporting Team in report creation and maintenance.
• Provide training and support for internal stakeholders on reporting systems and processes.
• Analyze current processes and recommend improvements to maximize efficiency and minimize risk.
• Document new and existing reporting system releases and workflows.
• Perform quality control checks and ensure compliance with reporting standards.
• Participate in the full reporting lifecycle: requirements gathering, assessments, design, development, testing and implementation.
• Contribute to special projects and initiatives as assigned.

What You Bring

• Three to four years of related working experience (preferred).
• An undergraduate degree.
• Experience in a financial services firm or investment management firm and/or completion of the Canadian Securities Course or the CFA Society Investment Foundations Program would be an asset.
• You challenge the status quo and actively seek out new technologies and approaches to improve reporting systems and processes.
• You work effectively with cross‑functional teams, communicate clearly, and foster a one‑team mindset.
• You manage multiple initiatives with precision and flexibility, ensuring deadlines are met without compromising quality.
• You evaluate business challenges with a strategic lens and propose thoughtful, scalable solutions.
• You understand the foundations of code writing, debugging and version control, and can engage confidently with development teams. Familiarity with Simcorp Coric and Microsoft Power Platform is a strong asset; experience with Power Automate is strongly preferred.
• You bridge the gap between business and technical teams, simplifying complex concepts and ensuring alignment across stakeholders.
• You anticipate client needs, deliver with excellence and maintain a high standard of professionalism in all interactions.

The salary range for this position is $65,000 – $75,000. The range reflects the base salary as required by legislation. In addition, there is an annual performance bonus which contributes to total compensation.

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.