Analyst, Product Transitions

Connor, Clark & Lunn Financial Group Ltd.; Vancouver; Hybrid; CAD 61,000 - 92,000; Full time

Benefits offered by this job

Flexible work practices

Paid study days

Development budgets

Wellness credits

Job summary

Connor, Clark & Lunn Financial Group Ltd. is seeking an Analyst to join the Product Transitions team.

The role oversees onboarding and relationship management with custodians, prime brokers and trading counterparties to support fund transitions across global investment funds. You will collaborate with investment teams, legal, compliance and operations to coordinate KYC/AML, account opening, and documentation, while tracking progress using Smartsheet, SharePoint and S&P Global Counterparty

Qualifications

• 3+ years in investment operations, finance or banking.
• Collaborative and team-oriented approach.
• Strong written and verbal communication.
• Analytical, creative and growth mindset.
• Ability to manage multiple tasks with deadlines.

Responsibilities

• Coordinate onboarding of custodians and trading counterparties, including KYC/AML.
• Serve as liaison between internal and external stakeholders.
• Analyze operational and portfolio requirements to set up new funds.
• Participate in product and operational meetings to provide updates.
• Utilize Smartsheet, SharePoint and S&P Global Counterparty Manager for tracking.
• Maintain onboarding tools, project plans and documentation.

Skills

Investment operations

Team collaboration

Communication skills

Analytical thinking

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 counterparties.
• 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

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.