Analyst, Product Transitions

Connor, Clark & Lunn Financial Group (CC&L); Vancouver; Hybrid; CAD 61,000 - 92,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Flexible work

Learning budget

Job summary

Connor, Clark & Lunn Financial Group (CC&L) is seeking an Analyst to join the Product Transitions team in Canada. The role covers onboarding, relationship management, and setup for funds across multiple regions, coordinating with custodians, brokers and internal teams.

You will analyze fund requirements and support ongoing transition projects. You will collaborate across investment, operations and compliance teams, leveraging tools like Smartsheet and SharePoint to track progress, manage

Qualifications

• 3+ years of experience in investment operations, finance or banking.
• Collaborative and team-oriented approach with stakeholder relationship skills.
• Ability to communicate clearly in writing and speaking.
• Analytical, creative and growth mindset with ability to handle pressure.
• You own your work, are dependable and can adapt to changing priorities.

Responsibilities

• Coordinate onboarding and relationship management of custodians, prime brokers and trading counterparties, including KYC/AML, account opening docs, legal agreements, and setup.
• Serve as primary liaison between internal stakeholders and external counterparties.
• Analyze operational and portfolio requirements and help set up new funds.
• Participate in product and operational meetings to update onboarding progress and counterparty developments.
• Use Smartsheet, SharePoint and S&P Global CCM for project tracking and reporting.
• Maintain onboarding tools, project plans and documentation.

Skills

Team collaboration

Written & verbal communication

Analytical thinking

Problem solving

Attention to detail

Tools

Smartsheet

SharePoint

S&P Global Counterparty Manager

Job description

Interested in joining one of Canada's top performing asset managers? We're looking for an Analyst to join the Product Transitions team. The team oversees the operational set up, launch, and restructure of CC&L's Canadian, US, and global investment funds. CC&L’s affiliates trade in over 70 countries spanning developed, emerging and frontier markets across equities, fixed income, and derivatives. The team develops and executes transition plans by combining a deep understanding of investment strategies, operational requirements, and the needs of clients and investment managers. Partnering closely with investment teams, custodians, brokers, legal and compliance, and operational teams, the team manages over 100 fund transitions annually. 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

• Coordinate the onboarding and relationship management of custodians, prime brokers and trading counterparties, including KYC/AML processes, account opening documentation, legal agreements, and operational setup.
• Serve as the primary liaison between internal stakeholders and external counter parties.
• Analyze and identify operational and portfolio management requirements, and work with internal teams to set up new funds.
• Participate in product and operational meetings to provide updates on onboarding progress and counterparty developments.
• Utilize Smartsheet, SharePoint and S&P Global Counterparty Manager for project tracking, reporting, and coordination of deliverables.
• Maintenance of onboarding tools, project plans and documentation.

What You Bring

• 3+ years of experience in investment operations, finance or banking. Experience with investment products, knowledge of financial markets and funds preferred.
• Collaborative and team-oriented approach. You build relationships with both internal and external stakeholders.
• Ability to provide succinct written and verbal communication. You are confident and comfortable expressing opinions and making decisions.
• Analytical, creative and growth mindset. You thrive at solving problems and making sound decisions under pressure.
• You own what you do, are dependable and can figure things out.
• Can manage multiple tasks and projects while staying on track with deliverables and exhibiting strong attention to detail. You set priorities and meet deadlines.

The expected base salary range for this position is $61,000-$92,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.

What We Offer

• 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.