Specialist, Corporate Actions

Connor, Clark & Lunn Financial Group (CC&L); Vancouver; On-site; CAD 58,500 - 71,500; Full time

Job summary

A financial services firm in Vancouver is seeking a detail-oriented Corporate Actions professional. In this role, you will manage corporate actions for equity and fixed income portfolios, communicate with key stakeholders, and improve operational efficiency. Ideal candidates will have 1-3 years of experience in corporate actions processing and strong analytical skills, including knowledge of Excel and SQL. This position offers a starting salary of $65,000 plus an annual performance bonus.

Qualifications

• 1-3 years’ experience in Corporate Actions processing or similar financial operations role.
• Enrollment in CFA or similar qualification as an asset.
• Experience with processing both mandatory and voluntary events is an asset.

Responsibilities

• Communicate with custodians and portfolio managers to resolve discrepancies.
• Gather and synthesize corporate actions information from multiple sources.
• Process various corporate actions accurately using portfolio accounting system (APX).
• Participate in projects focusing on automation and efficiency.

Skills

Corporate Actions processing

Data analysis using Excel

Communication skills

Troubleshooting and problem solving

Knowledge of asset classes (Equities, Fixed Income, Derivatives)

Education

Post-secondary education or equivalent experience

Tools

Excel

SQL

Python

Job description

Vancouver, BC When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. The Corporate Actions team is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of asset management and will have the opportunity to advance your research, analytical and problem‑solving skills for future growth and development within Connor, Clark & Lunn (CC&L). The Corporate Actions role serves as the key provider of accurate corporate actions information and processing for all equity and fixed income portfolios at CC&L.

What You Will Do

• Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
• Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
• Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin-offs, redemptions and mortgage‑backed security pay‑downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
• Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.

What You Bring

• Post‑secondary education or equivalent experience.
• 1–3 years’ experience in Corporate Actions processing (or a similar role in financial operations).
• Knowledge of multiple asset classes (Equities, Fixed Income, Derivatives).
• Ability to analyze large data sets using Excel. Programming skills (SQL, Python) are an asset.
• Strong communication skills – written and oral.
• Strong troubleshooting and problem‑solving skills.
• Enrollment in CFA or a similar qualification is an asset.
• Experience with processing both mandatory and voluntary events is an asset.

Compensation

The starting salary for this position is $65,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.