Analyst, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group (CC&L); Vancouver; Hybrid; CAD 71,000 - 76,000; Full time

Benefits offered by this job

Flexible work options

Learning budgets

Health benefits

Job summary

Connor, Clark & Lunn Financial Group is seeking an Analyst, Institutional Portfolio Operations to join the IPO team. You will handle cash flow inquiries, process notices, and support daily trading with a focus on accuracy and automation.

The role emphasizes collaboration across investment, client-facing, and internal teams, with a hybrid in-office/remote model and opportunities for growth within the asset management industry.

Qualifications

• Undergraduate degree in business administration, commerce or related field.
• Minimum of 2 years of experience in an institutional investment firm, bank or trust company focusing on cash flow processing, transitions, or AUM reporting.
• Strong verbal and written communication skills.
• Ability to think rationally and solve problems.
• Team player with high standards and a proactive mindset.
• Go-getter attitude to improve processes and implement solutions.
• Advanced proficiency with Microsoft 365; Excel (advanced formulas, Power Query, VBA), Power BI, SharePoint, and Power Automate. AI tools experience is a plus.

Responsibilities

• Act as a primary operational contact for cash flow inquiries from investment teams, client-facing teams, custodians, affiliates, and 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 to ensure cash flow information is complete, accurate, and consistent across systems.
• Identify operational risks, control gaps, and process inefficiencies; recommend practical solutions to improve accuracy and resiliency.
• Collaborate with the IRG Process Automation team to develop automated workflows, controls, validation checks, and exception-monitoring processes.
• Partner with cross-functional teams to deliver operational excellence and support evolving investment management business needs.

Skills

Cash flow processing

Subscriptions & redemptions

AUM reporting

Excel advanced

Power BI

VBA

Power Automate

AI tools awareness

Cross-functional collaboration

Education

Undergraduate degree in business administration or commerce

Tools

Excel

Power BI

SharePoint

Power Automate

VBA

Power Query

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 endouments, 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.

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.

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.