Senior Analyst, Client Reporting Development Team

Posted 8 Days Ago
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Toronto, ON, CAN
Hybrid
90K-105K Annually
Senior level
Financial Services
The Role
Leads the design, development, maintenance, and enhancement of client reporting solutions. Responsibilities include coding report automation, creating report layouts, monitoring performance, managing releases, troubleshooting integrations, supporting operational teams, documenting workflows, conducting quality control, and training stakeholders. The role partners with Information Systems and vendors to improve reporting reliability, scalability, efficiency, and compliance while serving as a subject matter expert across the reporting lifecycle.
Summary Generated by Built In

Interested in joining one of Canada’s top performing asset managers?  We are looking for a Senior Analyst for an existing vacancy in our Client Reporting Development Team. The role is suited for a technical savvy individual whose career objectives include exposure to the operational and technical side of the finance industry; or an individual that is applying their technical background to the operational business side of the finance industry. Having been exposed to or having a keen interest in researching and learning new technologies and developing & implementing new business processes is key. The jobholder must have a positive attitude, exceptional attention to detail and excellent communication skills coupled with the ability to bridge Information Systems needs with business needs. We require those who can demonstrate a strong ability to work independently and take ownership of tasks.  The ideal individual is energetic, dynamic and driven 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

  • Independently lead the design, prioritization, and implementation of new features and enhancements within the Client Reporting solution suite, exercising sound judgment on technical and business trade‑offs
  • Act as a senior contributor in system design discussions, proactively shaping architectural decisions and recommending scalable, future‑state reporting workflows. Translate complex business logic into proprietary source code and apply logical rules for automated report production using third-party IDEs ensuring robustness, reusability, and maintainability.
  • Own the end‑to‑end build, maintenance, and enhancement of report layouts using in-house tools and third-party technologies including Simcorp Coric and Microsoft Power Platform (Power BI, Power Apps, Power Automate, Fabric)
  • Independently monitor system performance to ensure availability and reliability, identifying risks, inefficiencies, and failure points to ensure high availability and reliability of reporting solutions.
  • Independently plan, prioritize, and coordinate system upgrades, releases, and maintenance activities, exercising sound judgment and partnering with Information Systems to ensure stability, scalability, and minimal disruption to reporting operation
  • Provide technical support to operational teams and act as a Subject Matter Expert on reporting applications and integrations providing authoritative guidance and acting as a key escalation point for complex or high impact issues
  • Lead advanced troubleshooting efforts, independently diagnosing root causes and coordinating with Information Systems and third‑party vendors to implement durable fixes, enhancements, and preventative controls
  • Play a senior role across the full reporting lifecycle: requirements gathering, assessments, design, development, testing, and implementation - operating with minimal oversight.
  • Contribute senior expertise to strategic initiatives and complex projects, providing thought leadership, risk awareness
  • Collaborate with operational team members to design, enhance, and maintain client reports and marketing collateral.
  • Set and reinforce best practices and support the operational Client Reporting Team in report creation and maintenance.
  • Lead training and knowledge‑transfer initiatives for internal stakeholders on reporting systems and processes
  • Independently assess end‑to‑end reporting processes and recommend improvements to maximize efficiency and minimize risk.
  • Maintain clear, audit‑ready documentation for new and existing reporting system releases and workflows.
  • Perform quality control checks and ensure compliance with reporting standards

What You Bring

  • Three to four years of related work experience
  • An undergraduate degree
  • Hands‑on experience developing or maintaining code‑based solutions.
  • Experience in a financial services firm or investment management firm and/or completion of the Canadian Securities Course or the CFA Society Investment Foundations Program would be an asset

The expected base salary range for this position is $90,000–$105,000. 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. 

#LI-HYBRID #LI-JB1

 

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

  • Three to four years of related work experience
  • Undergraduate degree
  • Hands-on experience developing or maintaining code-based solutions
  • Experience in a financial services or investment management firm
  • Completion of the Canadian Securities Course or CFA Society Investment Foundations Program
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The Company
HQ: Vancouver
970 Employees
Year Founded: 1982

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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