Analyst, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group (CC&L); Toronto; Hybrid; CAD 69,000 - 72,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CC&L Financial Group in Toronto is seeking an Analyst, Institutional Portfolio Operations to join the IPO team. You will act as the primary operational contact for cash flow inquiries, processing subscriptions and redemptions, and supporting daily trading and portfolio management.

The role emphasizes automation and controls, with a hybrid model blending in-office and remote work; a base salary of CAD 69,000–72,000 plus annual bonus, and opportunities to improve processes across investment

Qualifications

• Undergraduate degree in business administration, commerce or related field.
• At least 2 years in institutional investment firm, bank or trust.
• Able to articulate clearly, with strong written and verbal communication.
• Able to think rationally and solve problems effectively.
• Self-motivated team player willing to improve processes with automation.
• Experience with AI-enabled tools is a plus.

Responsibilities

• Act as primary operational contact for cash flow inquiries from multiple internal teams.
• Process and validate subscription, redemption, and cash flow instructions to support daily trading.
• Perform daily validation, reconciliation and quality control of cash flow data.
• Identify risks, gaps, and inefficiencies; propose practical improvement solutions.
• Partner with IRG Process Automation to design and enhance automated cash workflows and controls.
• Collaborate with cross-functional teams to support CC&L's investment management needs.

Skills

Clear communication

Team collaboration

Problem solving

Rational thinking

Education

Bachelor's degree in business administration, commerce or related field

Tools

Excel

Power BI

SharePoint

Power Automate

Power Query

VBA

Microsoft 365

AI tools

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for an Analyst, Institutional Portfolio Operations for an existing vacancy on our Institutional Portfolio Operations (IPO) team. The IPO team is a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. 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

• Act as a primary operational contact for cash flow inquiries from investment teams, client-facing teams, custodians, affiliates, and other internal stakeholders.
• Process and validate institutional subscription, redemption, and other cash flow instructions to support daily trading and portfolio management activities.
• Perform daily validation, reconciliation, and quality control procedures to ensure cash flow information is complete, accurate, and consistent across systems.
• Identify operational risks, control gaps, and process inefficiencies, and recommend practical solutions to improve accuracy, resiliency, and service quality.
• Partner closely with the IRG Process Automation team to drive the evolution of cash notice operations through the design, implementation, and continuous enhancement of automated workflows, controls, validation checks, and exception‑monitoring processes that strengthen the control environment and support scalable growth.
• Collaborate with cross‑functional teams to deliver operational excellence and support the evolving needs of CC&L's investment management business

What You Will Bring

• You have an undergraduate degree in business administration, commerce or a related field and a genuine interest for the investment industry.
• A minimum of 2 years of experience in an institutional investment firm, bank or trust company, where you have acquired operational expertise in at least one of the three areas: cash notice processing, transitions, and AUM reporting.
• You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
• You have the ability to think rationally, and problem solve effectively.
• You are committed to contributing and supporting a team of like‑minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
• You are a sharp, self‑motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go‑getter.”
• Advanced proficiency with Microsoft 365 technologies, including Excel (advanced formulas, Power Query, and VBA), Power BI, SharePoint, and Power Automate. Demonstrated ability to leverage data, automation, and technology‑driven solutions to enhance operational efficiency, strengthen controls, support scalable processes, and deliver actionable business insights. Experience with AI‑enabled tools and solutions is considered an asset.

The salary range for this position is $69,000-$72,000. 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.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.