Product Transitions Analyst — Launch & Ops in a Hybrid Role

Connor, Clark & Lunn Financial Group Ltd.

Vancouver

Hybrid

CAD 61,000 - 92,000

Full time

14 days+

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Benefits offered by this job

Flexible work practices

Paid study days

Development budgets

Wellness credits

Job summary

Connor, Clark & Lunn Financial Group Ltd. is seeking an Analyst to join the Product Transitions team.

The role oversees onboarding and relationship management with custodians, prime brokers and trading counterparties to support fund transitions across global investment funds. You will collaborate with investment teams, legal, compliance and operations to coordinate KYC/AML, account opening, and documentation, while tracking progress using Smartsheet, SharePoint and S&P Global Counterparty

Qualifications

3+ years in investment operations, finance or banking.
Collaborative and team-oriented approach.
Strong written and verbal communication.
Analytical, creative and growth mindset.
Ability to manage multiple tasks with deadlines.

Responsibilities

Coordinate onboarding of custodians and trading counterparties, including KYC/AML.
Serve as liaison between internal and external stakeholders.
Analyze operational and portfolio requirements to set up new funds.
Participate in product and operational meetings to provide updates.
Utilize Smartsheet, SharePoint and S&P Global Counterparty Manager for tracking.
Maintain onboarding tools, project plans and documentation.