Analyst, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group Ltd.; Vancouver; Hybrid; CAD 101,000 - 108,000; Full time

Benefits offered by this job

Hybrid work model

Professional development support

Health benefits

Retirement savings support

Parental leave

Job summary

Connor, Clark & Lunn Financial Group seeks an Analyst, Institutional Portfolio Operations to support cash flow processing and daily trading workflows on our IPO team. The role involves coordinating with investment teams, custodians, and internal partners to ensure accurate cash flow data and timely settlements.

Requires an undergraduate business/commerce degree and 2+ years in institutional investment. Hybrid in Vancouver, Canada, with opportunities to advance within CC&L’s asset management

Qualifications

• Undergraduate degree in business administration, commerce or related field.
• 2+ years in institutional investment/asset manager, bank or trust.
• Clear verbal and written communication; teamwork.
• Strong rational thinking and problem-solving abilities.
• Proactive, driven and improvement-focused.

Responsibilities

• Serve as primary operational contact for cash flow inquiries from investment teams, clients, custodians and internal stakeholders.
• Process and validate cash flow instructions to support daily trading and portfolio management.
• Perform daily validation, reconciliation and quality control to ensure data accuracy across systems.
• Identify risks and gaps; recommend practical improvements to controls and processes.
• Collaborate with IRG Process Automation to design, implement and enhance automated workflows and controls.
• Work with cross-functional teams to deliver operational excellence for CC&L’s investment management business.

Skills

Cash flow processing

Operational excellence

Problem solving

Team collaboration

Microsoft 365 proficiency

Education

Bachelor’s degree in business administration / commerce

Tools

Excel

Power BI

SharePoint

Power Automate

AI-enabled 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 vacancyon ourInstitutional 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.

The salary range for this position is $71,000-$76,000. 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.

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What We Offer

At Connor, Clark & Lunn Financial Group, we’re “invested in our greatest asset, you”. Our shared goals reflect what matters most to our people:

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

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

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.