Investment Data Analyst: Insights & Process Optimization

Connor, Clark & Lunn group

Toronto

Hybrid

CAD 68,000 - 80,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work model
Health benefits
Professional development

Job summary

Connor, Clark & Lunn Financial Group Ltd. in Toronto seeks an Investment Database Analyst to manage investment strategy data across external databases and support RFPs and questionnaires. You will audit data quality, analyze market data, and implement process improvements in a fast-paced environment.

The role offers a hybrid work model with in-office and remote days, and a base salary in the market range. Collaboration with a team of professionals is essential to success.

Qualifications

  • Degree in Finance or similar with genuine investment industry interest.
  • 2–3 years of experience in an institutional investment firm, bank or trust company.
  • Strong time management, project management and attention to detail.
  • Excellent verbal and written communication; team-oriented mindset.

Responsibilities

  • Manage and maintain investment strategy and firm profiles across databases.
  • Audit database profiles to fix data inconsistencies and gaps.
  • Analyze consultant screening activity and market data for trends and competitiveness.
  • Identify opportunities to streamline and automate database processes.
  • Support RFPs, DDQs and questionnaires with accurate data.
  • Maintain documentation, reporting and tracking tools for data quality.

Skills

Time management
Project management
Attention to detail
Verbal communication
Written communication

Education

Finance degree

Tools

eVestment
Callan
Morningstar
Wilshire
Omni Complete
AI tools

Job description

Connor, Clark & Lunn Financial Group Ltd. in Toronto seeks an Investment Database Analyst to manage investment strategy data across external databases and support RFPs and questionnaires. You will audit data quality, analyze market data, and implement process improvements in a fast-paced environment.

The role offers a hybrid work model with in-office and remote days, and a base salary in the market range. Collaboration with a team of professionals is essential to success.

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