Client Reporting Specialist

Connor, Clark & Lunn group; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading investment management firm as an Institutional Client Reporting Specialist in Toronto. You will be instrumental in client reporting operations, engaging with various teams to enhance reporting processes and ensuring high-quality outputs. Ideal candidates possess strong organizational, communication, and critical thinking skills, alongside relevant educational background and technical expertise.

Qualifications

• Previous exposure to the investment industry or similar transferable experience is preferred.
• Advanced working knowledge of Microsoft Office tools.

Responsibilities

• Setup and maintenance of client accounts and data.
• Communicate with Client Relationship Managers to troubleshoot reporting process.
• Analyze and improve the reporting process for efficiency.

Skills

Organized

Critical Thinking

Savvy Communicator

Technology

Education

Undergraduate degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Simcorp’s Coric

Job description

Connor, Clark & Lunn Financial Group Ltd.

Toronto, ON

Are you interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for an Institutional Client Reporting Specialist . You will join our dedicated Client Reporting team to provide reporting operations expertise to CC&LFG’s institutional investment affiliates and interact with all levels of the organization, including daily contact with our affiliates’ Client Relationship Managers. If you have a focus for producing high quality work, are an expert multi-tasker, have a knack for using new technology and work well under pressure, this role could be a great fit for you.

The Client Reporting Team places a high value on our team spirit and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team, seeking like-minded individuals who thrive in a challenging and dynamic environment.

What You Will Be Doing

In this role, you will be involved in all aspects of the institutional account and client reporting but also marketing material production process, key responsibilities include :

• Setup and maintenance of client accounts and client data
• Ensure that a multitude of reports are accurately set up, maintained, produced and distributed
• Communicate with various Client Relationship Managers and other key personnel across CC&L to support and trouble shoot the entire reporting production process; liaise with the internal development team and Information Systems support team to provide fixes and solutions
• Building and maintaining report layouts using a mix of in-house tools and leading third party technology to ensure highly effective reporting operations
• Work closely with the team’s dedicated development team members on

using a third party IDE to enhance and develop report layouts and assign logical rules to support the automated report production

• translating business logic to source code written in a proprietary language
• Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk
• Investigate and advise on best reporting practice

About You

• Innovative : You have an interest in learning new technologies; developing and implementing new business processes.
• Team Player : You have a positive attitude and collaborative spirit. Current and former colleagues would say that you’re an easy person to work with with a one-team mindset
• Organized : You are able to manage competing tasks and can successfully navigate working with multiple lines of business to implement a large number of reports.
• Critical Thinking : Demonstrated ability to evaluate business problems and effectively apply solutions with subject matter expertise.
• Savvy Communicator : You have a proven ability to communicate well with internal stakeholders. You are clear on what you need and you clarify what others need; you manage expectations and are professional and positive all at the same time.
• Technology : Advanced working knowledge of Microsoft Excel, Word and PowerPoint (e.g. ability to use and understand formulas, charting tools, styles etc.). Knowledge of Simcorp’s Coric Client Communication solution is an asset.
• Industry Knowledge - You have an undergraduate degree coupled with previous exposure to the investment industry or similar transferrable experience.

About Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team.

Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $139 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

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

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted.

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