Analyst, Product Transitions

Crestpoint Real Estate Investments; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A financial services firm in Toronto is seeking an Analyst for the Product Transitions team to oversee the onboarding of brokers and manage compliance in international markets. This role demands strong analytical skills, over 3 years of experience in finance, and effective communication with stakeholders. The ideal candidate is detail-oriented and capable of managing multiple projects in a fast-paced environment.

Qualifications

• 3+ years of experience in investment, finance, or banking roles.
• Knowledge of domestic and foreign financial markets.
• Strong organizational skills to manage multiple tasks.

Responsibilities

• Manage the end-to-end onboarding lifecycle for brokers.
• Coordinate the compliance process for new trading relationships.
• Monitor global market access requirements and trading regulations.

Skills

Investment knowledge

Effective communication

Analytical thinking

Team collaboration

Project management

Tools

Smartsheet

SharePoint

Excel

Job description

Analyst Product Transitions Management

Connor Clark & Lunn Financial Group Ltd.

Toronto ON

The Product Transitions team is responsible for coordinating the operational setup, launch, and restructuring of our Canadian, US, and global funds for eleven institutional investment managers. The team creates and executes transition plans using a structured and tailored approach by understanding client needs, investment managers, investment strategies, and operational requirements. The team manages over 100 transitions annually.

What You Will Do

• Lead onboarding and relationship management of prime brokers and trading counterparties across Canadian, US, and global markets.
• Coordinate broker account openings and documentation for new trading relationships, ensuring compliance with internal standards and regulatory requirements.
• Manage the end-to-end onboarding lifecycle, including KYC / AML processes, legal agreements, and operational setup.
• Serve as the primary liaison between internal stakeholders and external counterparties to ensure seamless onboarding and ongoing relationship support.
• Support fund and market opening initiatives by aligning counterparty capabilities with investment strategies.
• Monitor and respond to evolving global market access requirements and trading regulations.
• Participate in product and operational meetings to provide updates on onboarding progress and counterparty developments.
• Utilize Smartsheet, SharePoint, Counterparty Manager, and Excel for project tracking, reporting, and coordination of deliverables.
• Maintain onboarding tools, project plans, and documentation to ensure transparency and audit readiness.

What You Bring

• Industry Knowledge: 3 years of experience in an investment, finance, or banking role. Experience with investment products and knowledge of domestic and foreign financial markets and funds is an asset.
• Interpersonal Skills: Collaborative and team-oriented approach. Effective communication with internal and external stakeholders, comfortable with both collaborative and direct communication.
• Effective Communication: Ability to provide succinct written and verbal communication. Confident in expressing opinions and making decisions.
• Critical Thinking & Reasoning: Analytical and creative mindset. Skilled at solving problems and making sound decisions under pressure.
• Accountability & Resourcefulness: Dependable, owning your tasks, and able to work autonomously.
• Organization: Able to manage multiple tasks and projects, prioritize, and meet strict deadlines with attention to detail.
• Putting It All Together: Combine enthusiasm, passion, curiosity, education, and experience to see the big picture, focus on details, solve complex problems, and communicate effectively.

About Connor Clark & Lunn Financial Group

We value opportunity for our clients and team. As an independent, employee-owned firm, we partner with investment professionals to grow successful asset management businesses, fostering innovation and impact.

With over 40 years of history and offices across Canada, the US, the UK, and India, CC&L Financial Group manages over $155 billion in assets, offering a diverse range of traditional and alternative investment products to institutional, high-net-worth, and retail clients.

To explore building your career with us, visit our Career opportunities.

CC&L Financial Group is committed to diversity and inclusion and is an equal opportunity employer. All qualified applicants will be considered without regard to gender, ethnicity, religion, sexual orientation, disability, or age.

To apply, submit your resume and cover letter as a single PDF.

We thank all applicants; only shortlisted candidates will be contacted. No telephone inquiries or recruitment agencies accepted.

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Required Experience: 3+ years in investment, finance, or banking roles.

Key Skills: Conveyancing Paralegal, Fireworks, Logistics, Clinical, Avionics

Employment Type: Full Time

Vacancy: 1