Analyst, Institutional Portfolio Operations

When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social 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 Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this introductory role, you will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).

What You Will Do

The Institutional Portfolio Operations Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:

• Reconcile various items, including but not limited to: cash, transactions, holdings, futures, various derivative products, dividends, soft dollars, units, and alternative investments.

• Communicate with custodians, prime brokers, portfolio managers, and key personnel across CC&L to investigate and resolve reconciliation discrepancies.

• Communicate