Analyst, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group; Vancouver; Hybrid; CAD 69,000 - 72,000; Full time

Job summary

Connor, Clark & Lunn Financial Group in Vancouver, BC is seeking an Analyst, Institutional Portfolio Operations to support cash flow processing, pre- and post-trade workflows, and automation initiatives within the IPO team. The IPO team is a tight-knit group that directly impacts the investment success of institutional clients including pensions and endowments, with hybrid office/remote work arrangements.

You will collaborate with investment teams and custodians, leveraging advanced Excel (Power

Qualifications

• Undergraduate degree in business administration, commerce or a related field.
• Minimum of 2 years of experience in an institutional investment firm, bank or trust company with hands-on exposure to cash notice processing, transitions, or AUM reporting.
• Strong verbal and written communication skills and the ability to resolve complex issues with cross-functional teams.
• Ability to think critically, solve problems, and drive process improvements in a fast-paced environment.
• Demonstrated proficiency with Microsoft 365 (Excel with advanced formulas, Power Query, VBA), Power BI, SharePoint, and Power Automate; experience with AI-enabled tools is a plus.

Responsibilities

• Act as primary operational contact for cash flow inquiries from investment teams, client-facing teams, custodians, and internal stakeholders.
• Process and validate institutional subscriptions, redemptions, and other cash flow instructions to support daily trading and portfolio management activities.
• Perform daily validation, reconciliation, and quality control to ensure cash flow data is complete and accurate across systems.
• Identify operational risks and inefficiencies; recommend practical solutions to improve accuracy and resiliency.
• Collaborate with the IRG Process Automation team to design and implement automated workflows, controls, validation checks, and exception-monitoring.
• Partner with cross-functional teams to deliver operational excellence for CC&L's investment management business.

Skills

Cash flow processing

Reconciliation

Process automation

Data analysis

Power BI

Excel advanced

VBA

SharePoint

Power Automate

AI tools awareness

Education

Undergraduate degree in business administration/commerce or related field

Tools

Microsoft 365

Power BI

SharePoint

Power Automate

AI-enabled tools

Job description

Analyst, Institutional Portfolio Operations

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. The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. You will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L). 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.

Thesalary rangefor this positionis $69,000-$72,000.The salary rangeprovidedreflects the base salary range for this position as required by legislation.In addition, there is an annual performance bonus which contributes to the total compensationforthis position. Further questions may be directedtothe 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.