Client Service & Operations Associate

CC&L Infrastructure; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

An independent investment manager in Toronto is seeking a Client Service & Operations Associate to manage client relationships and operational tasks. The ideal candidate has a degree in Business, Accounting, or Finance, with strong problem-solving skills and attention to detail. This full-time position offers opportunities to support compliance and to work in a fast-paced environment.

Qualifications

• 2 years of related experience in client servicing or operations.
• Proven ability to work independently and collaboratively.
• Ability to handle fast-paced environments and manage multiple projects.

Responsibilities

• Serve as the main contact for client service needs.
• Manage operational requirements including trade execution and cash management.
• Support compliance projects and manage operational risk.

Skills

Attention to detail

Problem-solving

Organizational skills

Verbal communication

Written communication

Education

Undergraduate degree in Business, Accounting or Finance

Job description

Overview

Client Service & Operations Associate

PCJ Investment Counsel Ltd.

Toronto ON

We are looking for a Client Service & Operations Associate to join PCJ Investment Counsel Ltd. (PCJ). Founded in 1996 PCJ is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long / short strategies. With approximately $1 billion in total assets under management the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics.

What You Will Do

• Client Servicing: Main point of contact for client service including preparation and presentation of materials for existing and prospective clients. Marketing and sales support including managing Request for Proposal (RFP) response database drafting new content and working with internal stakeholders as needed
• Operations & Trading: Manage operational and trading requirements including trade allocations execution settlement cash management and portfolio rebalancing. Generate regular and ad-hoc reports to assist the portfolio management team
• Compliance: provide support to the Chief Compliance Officer with various regular and ad-hoc compliance projects and regulatory filings; manage operational risk and implement improvements where possible.

What You Bring

• Motivated organized flexible positive individual with exceptional attention to detail
• 2 years of related experience
• Undergraduate degree in Business Accounting or Finance preferred
• Strong verbal and written communication skills
• Able to work independently and within a team
• Proven ability to think logically and problem solve effectively
• Demonstrated ability to work efficiently under pressure while maintaining strict deadlines
• Ability to multi-task in fast paced environment
• Ability to manage projects with differing timelines and competing priorities

About PCJ Investment Counsel & Connor Clark & Lunn Financial Group

Founded in 1996 PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long / short strategies. With approximately $1 billion in total assets under management the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of the Connor Clark & Lunn Financial Group Ltd. (CCLFG) a multi-boutique investment manager that provides a broad range of traditional and alternative investment products and services to individuals advisors and institutional investors. CC&LFG partners with each of its affiliates by contributing world class operations product development expertise broad distribution and business management. Today CCLFG and its affiliates including PCJ collectively manage over $155 billion in assets. As we look forward we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting retaining and motivating the most talented people

For a closer look at how you can build your career with us we invite you to explore Career opportunities - CC&L Financial Group Ltd.

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.

Required Experience :

IC

Key Skills

• Business
• Information Management
• Accounting
• Corporate Risk Management
• Faculty
• Jms

Employment Type: Full Time

Experience: years

Vacancy: 1