Spécialiste de l’information pour les clients / Client Reporting Specialist

Connor, Clark & Lunn Financial Group (CC&L); Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

Une entreprise de gestion d'actifs recherche un Spécialiste de l'information pour les clients institutionnels à Montréal. Vous serez responsable de la gestion des rapports clients, du développement de nouveaux processus et de la collaboration avec les équipes internes. Le candidat idéal doit avoir un diplôme de premier cycle et une expérience en industrie d'investissement. Un environnement de travail collaboratif et une passion pour les nouvelles technologies sont essentiels.

Qualifications

• Diplôme d'un établissement supérieur et expérience en industrie d'investissement appréciée.
• Capacité à gérer des tâches multiples et une grande variété de rapports.
• Excellente connaissance pratique de Microsoft Excel, Word et PowerPoint.

Responsibilities

• Gérer la configuration et la maintenance des comptes clients.
• Assurer la production et la distribution des rapports.
• Analyser et améliorer le processus de reporting.

Skills

Capacité d'analyse

Communication efficace

Esprit d'équipe

Organisation

Innovation

Maîtrise de Microsoft Excel

Education

Diplôme de premier cycle

Tools

Simcorp Coric Client Communication

Job description

Overview

Spécialiste de l’information pour les clients institutionnels chez Connor, Clark & Lunn Financial Group (CC&LFG) — Montréal, QC / Toronto, ON. Le poste fait partie de l’équipe de communication aux clients et vise à fournir une expertise opérationnelle en matière de production de rapports pour les sociétés affiliées du volet institutionnel et à interagir avec tous les niveaux de l’organisation.

France/anglais bilingual content is preserved in the original job description; the refined version ci-dessous organizes and clarifies the information sans ajouter de faits.

What You Will Be Doing

In this role, you will be involved in all aspects of institutional account and client reporting, as well as the production process for marketing materials. Key responsibilities include:

• Setup and maintenance of client accounts and client data
• Ensure that a multitude of reports are accurately set up, maintained, produced and distributed
• Communicate with various Client Relationship Managers and other key personnel across CC&L to support and troubleshoot the entire reporting production process; liaise with the internal development team and Information Systems support team to provide fixes and solutions
• Build and maintain report layouts using a mix of in-house tools and leading third-party technology to ensure highly effective reporting operations
• Work closely with the development team on:
  • using a third-party IDE to enhance and develop report layouts and assign logical rules to support automated report production
  • translating business logic to source code written in a proprietary language
• Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk
• Investigate and advise on best reporting practices

About You

• Innovation: You enjoy learning new technologies, developing and implementing new business processes.
• Team Spirit: You have a positive attitude and collaborative mindset; colleagues would say you are easy to work with and work well in a one-team environment.
• Organization: You can manage concurrent tasks and work with multiple business lines to implement a large number of reports.
• Critical Thinking: Demonstrated ability to evaluate business problems and apply effective solutions with subject matter expertise.
• Savvy Communicator: Proven ability to communicate with internal stakeholders; you clarify needs, manage expectations, and stay professional and positive.
• Information Technology: Advanced practical knowledge of Microsoft Excel, Word and PowerPoint (formulas, charts, styles, etc.); familiarity with Simcorp Coric Client Communication solution is an asset.
• Industry Knowledge: An undergraduate degree and prior exposure to the investment industry or transferrable experience.

About Connor, Clark & Lunn Financial Group

CC&L Financial Group is independent and employee-owned. We partner with investment professionals to grow successful asset management businesses, providing space to innovate and make a real impact. With over 40 years of history and offices in Canada, the United States, the United Kingdom and India, CC&L Financial Group and its multi-boutique affiliates collectively manage over $139 billion in client assets and offer a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For more about building your career with us, visit cclgroup.com.

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 be considered without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

How to Apply

To apply for this position, please submit your resume and cover letter as one PDF file.

We thank all applicants for their interest; only those shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.