Portfolio Management Analyst, Fundamental Equity

Connor, Clark & Lunn group; Vancouver; On-site; CAD 75,000 - 125,000; Full time

Job summary

Connor, Clark & Lunn Investment Management, Vancouver-based Fundamental Canadian Equity Team, is seeking a Portfolio Management Analyst to own the day-to-day operational management of portfolios and drive improvements in efficiency, costs and performance. You will work daily with Portfolio Managers, research analysts and traders to keep portfolios running smoothly and to enable investment decision-making.

The role emphasizes leveraging AI and automation to enhance portfolio management processes

Qualifications

• Two to five years of related work experience and strong analytical skills.
• Attention to detail is essential to protect clients and the firm.
• Collaborative mindset and strong interpersonal communication abilities.
• Solid financial knowledge and understanding of investment management.
• Understanding of process management and how to leverage technology to solve problems.
• Self-starter with responsibility for quality and timeliness of work.
• Proven ability to manage multiple ongoing projects and priorities.

Responsibilities

• Execute portfolio changes, including rebalancing and daily cash flow management across all mandates.
• Monitor, investigate and resolve compliance flags, and manage portfolio-specific constraints and client requirements.
• Monitor portfolio risk and performance attribution, escalating items requiring Portfolio Manager attention.
• Ensure portfolio management systems and tools are running smoothly, troubleshooting issues as they arise.
• Collaborate daily with Portfolio Managers, research analysts and traders to keep portfolios operating seamlessly.
• Develop understanding of investment, process and systems components required to manage portfolios.
• Own the workflow for process improvement and drive enhancements through to implementation with stakeholders.
• Lead explorations of AI and automation applications to improve efficiency and competitiveness.

Skills

Analytical skills

Attention to detail

Collaborative

Financial knowledge

Process & systems knowledge

Self-starter

Time management

Education

Finance or Computer Science degree

CFA considered asset

Job description

Connor, Clark & Lunn Investment Management (\"CC&L\"), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for a Portfolio Management Analyst to join our Vancouver-based Fundamental Canadian Equity Team.

As the PM Analyst, you will own the day-to-day operational management of these portfolios, keeping them running smoothly, driving continuous improvement, and delivering real impact on the team's efficiency, costs, and ultimately portfolio performance. In doing so, you enable our Portfolio Managers to focus their time where it creates the most value: investment decision-making.

This is not a back-office role. You will work daily with Portfolio Managers, research analysts and traders, and have a clear mandate to make the process better. This includes identifying where emerging technologies such as AI and automation can improve the efficiency, robustness and scalability of how we manage portfolios.

CC&L's Fundamental Equity Team is comprised of talented, motivated and entrepreneurial professionals who manage over $22 billion in fundamental Canadian equity mandates. This is a fantastic opportunity to contribute to, as well as learn and grow with, one of Canada's leading investment management teams.

What You Will Do

• Execute portfolio changes, including rebalancing and daily cash flow management across all mandates


• Monitor, investigate and resolve compliance flags, and manage portfolio-specific constraints and client requirements


• Monitor portfolio risk and performance attribution, escalating items requiring Portfolio Manager attention


• Ensure portfolio management systems and tools are running smoothly, troubleshooting issues as they arise


• Collaborate daily with Portfolio Managers, research analysts and the trading team to keep portfolios operating seamlessly

Manage and Improve Portfolio Management Processes:

• Develop an understanding of the investment, process and systems components required to manage portfolios


• Own the workflow for process improvement: identify challenges and opportunities, prioritize them, and drive enhancements through to implementation with all stakeholders


• Play a leading role in how the team levers AI and automation. Identify practical applications, testing new tools, and embedding them into the portfolio management process so the team stays efficient and competitive as the technology evolves


• Effectively balance priorities and maintain perspective on the scope and cost-benefit of enhancements

What You Bring

• Industry Experience: two to five years of related work experience. Strong analytical skills and ability to think critically and creatively.


• Attention to Detail: A high standard of accuracy. You catch the things that matter in a role where precision protects clients and the firm.


• Collaborative: Strong interpersonal and communication skills and a desire to work in a team environment.


• Financial Knowledge: Keen understanding of financial theory and investment management.


• Process and Systems Knowledge: Keen understanding of process management and a desire to leverage technology to solve problems.


• Self-Starter: Motivated and willing to take personal responsibility for quality and timeliness of work.


• Time Management: Proven ability to manage and prioritize multiple ongoing projects, daily responsibilities and understand the broader scope of priorities.


• Education: A degree in Finance or Computer Science and completion of CFA are all considered assets.

The base salary range for this role is $75,000 – $125,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

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. Successful applicants must be eligible to work in Canada on their start date.