Investment Database Analyst

Connor, Clark & Lunn group; Toronto; Hybrid; CAD 68,000 - 80,000; Full time

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

# Investment Database Analyst## Connor, Clark & Lunn Financial Group Ltd. · Toronto, Ontario, Canada### Other opportunities* Analyst, Analytics Platform and Methodology* Analyst, Analytics Platform and Methodology* Analyst, Analytics Quality and Process EngineeringVisit us on LinkedIn* About the Role* Application Form* About Connor, Clark & Lunn F...We are looking for an **Investment** **Database Analyst** for an existing vacancyon our Proposal and Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic, social individuals who work as a team and want to succeed! 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*** Manage and maintain investment strategy and firm profiles across external consultant databases, ensuring information is accurate, complete and current across CC&L Financial Group affiliates.* Conduct regular reviews and audits of database profiles to identify and resolve data inconsistencies, gaps and outdated information.* Analyze consultant database screening activity and market data to identify trends, assess product positioning and competitiveness, and provide insights into how CC&L Financial Group strategies compare with peers and consultant search criteria.* Identify opportunities to improve, standardize and automate database processes, helping increase efficiency, consistency and data quality.* Complete surveys and other information requests from prospects and other external audiences.* Support RFPs, DDQs and consultant questionnaires by providing and validating investment database information and ensuring consistency across external materials.* Maintain supporting documentation, reporting and tracking tools required to manage database coverage, updates and data quality.**What You Bring*** Degree inFinance or similar and a genuine interest in the investment industry.* 2-3 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success* Time management, project management and attention to detail are some of the skills required to be successful in this role* Completion of relevant industry courses would also be an asset.* Strong verbal and written communication skills and ability toarticulate yourself clearly and work well with others to resolve complex issues* Strong team player andcommitted to contributing and supporting a team of like-minded individuals who are driven and have high standards.* A continuous-improvement mindset with an interest in identifying opportunities to streamline, standardize and automate processes.* Strong proficiency with Microsoft Office applications.* Previous experience working with databases such as eVestment, Callan, Morningstar or Wilshire would be beneficial.* Familiarity with Omni Complete, AI tools and other emerging technologies is considered an asset,**The expected base salary range for this position is $68,000–$80,000. 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.**#LI-HYBRID #LI-JB1**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.