Senior Associate, Asset Mix & Trading — Hybrid

Connor, Clark & Lunn Private Capital Ltd.; Vancouver; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

Connor, Clark & Lunn Private Capital Ltd. is seeking a Senior Associate for our Asset Mix and Trading team, focusing on trading and portfolio management. You will work with the Manager on client analysis, differentiated trading, and custom account PM, across private clients and alternative investment activities.

The role blends trading/execution with initiatives to expand our differentiated product base. The team collaborates across internal Private Capital and cross-functional teams; offices

Qualifications

• 2+ years’ experience in financial services or risk management, or in a related industry
• Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
• Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
• Experience using AI-assisted workflows would be an asset
• Experience with Salesforce, Charles River, KDB, would be an asset
• Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
• Functional/technical expertise, communication, collaboration
• Ownership, growth mindset, continuous improvement & innovation

Responsibilities

• Pooled fund trade execution and oversight (including specialized SEG trading)
• Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
• Client analysis and Portfolio Management practices of standard and custom mandates
• Differentiated trading including but not limited to derivatives trading, SEG trading, Alternative Investment Capital call trading
• Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
• Contribute to collateral management for derivative trading
• Assist with cash management and monitoring for Alternative investment trusts
• Support client account constraint monitoring and related Portfolio Management considerations

Skills

Capital markets proficiency

Advanced Excel

MS Office

AI-assisted workflows

Communication

Experience in financial services

Ownership mindset

Education

Bachelor’s degree in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar

Tools

Salesforce

Charles River

KDB

Job description

Connor, Clark & Lunn Private Capital Ltd. is seeking a Senior Associate for our Asset Mix and Trading team, focusing on trading and portfolio management. You will work with the Manager on client analysis, differentiated trading, and custom account PM, across private clients and alternative investment activities.

The role blends trading/execution with initiatives to expand our differentiated product base. The team collaborates across internal Private Capital and cross-functional teams; offices