We are looking for an Investment Database Analyst for an existing vacancy on our Proposal and Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic, social individuals who work as a team and want to succeed! Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.
What You Will Do
- Manage and maintain investment strategy and firm profiles across external consultant databases, ensuring information is accurate, complete and current across CC&L Financial Group affiliates.
- Conduct regular reviews and audits of database profiles to identify and resolve data inconsistencies, gaps and outdated information.
- Analyze consultant database screening activity and market data to identify trends, assess product positioning and competitiveness, and provide insights into how CC&L Financial Group strategies compare with peers and consultant search criteria.
- Identify opportunities to improve, standardize and automate database processes, helping increase efficiency, consistency and data quality.
- Complete surveys and other information requests from prospects and other external audiences.
- Support RFPs, DDQs and consultant questionnaires by providing and validating investment database information and ensuring consistency across external materials.
- Maintain supporting documentation, reporting and tracking tools required to manage database coverage, updates and data quality.
What You Bring
- Degree in Finance or similar and a genuine interest in the investment industry.
- 2-3 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success
- Time management, project management and attention to detail are some of the skills required to be successful in this role
- Completion of relevant industry courses would also be an asset.
- Strong verbal and written communication skills and ability to articulate yourself clearly and work well with others to resolve complex issues
- Strong team player and committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- A continuous-improvement mindset with an interest in identifying opportunities to streamline, standardize and automate processes.
- Strong proficiency with Microsoft Office applications.
- Previous experience working with databases such as eVestment, Callan, Morningstar or Wilshire would be beneficial.
- Familiarity with Omni Complete, AI tools and other emerging technologies is considered an asset,
The expected base salary range for this position is $68,000–$80,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.
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What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:
- Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
- Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
- Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
Skills Required
- Degree in Finance or a similar field
- 2-3 years of experience in an institutional investment firm, bank, or trust company
- Time management skills
- Project management skills
- Strong attention to detail
- Strong verbal and written communication skills
- Ability to articulate information clearly and resolve complex issues collaboratively
- Strong team-oriented collaboration skills
- Continuous-improvement mindset with interest in streamlining, standardizing, and automating processes
- Strong proficiency with Microsoft Office applications
- Experience with investment databases such as eVestment, Callan, Morningstar, or Wilshire
- Familiarity with Omni Complete, AI tools, and emerging technologies
- Completion of relevant industry courses
What We Do
Connor, Clark & Lunn Financial Group is a Canadian privately owned and employee-owned asset management firm. Through a multi-boutique platform and affiliated investment teams, it provides traditional and alternative investment products and services to individuals, institutional investors, and advisors. The firm offers strategies including equities and fixed income, operating across Canada, the United States, the United Kingdom, and India. Its entrepreneurial structure supports innovation and scalable investment solutions for clients worldwide.
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