When you join the Institutional Portfolio Operations (IPO) team as a Senior 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 Senior 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 Senior Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:
- Own and perform complex reconciliations across cash, transactions, holdings, futures, derivatives, dividends, soft dollars, units, and alternative investments, ensuring accuracy, timeliness, and strong control standards.
- Lead investigation and resolution of complex reconciliation discrepancies, partnering proactively with custodians, prime brokers, portfolio managers, and key stakeholders across CC&L to identify root causes and implement sustainable solutions.
- Oversee and safeguard the flow of critical and sensitive portfolio information across all CC&L affiliates, exercising sound judgment and accountability in data handling and communication.
- Independently manage audit support for assigned portfolios, working closely with auditors to provide accurate, complete, and timely data, while ensuring adherence to internal controls and documentation standards.
- Act as a key operational contact for custodians and prime brokers, overseeing external data feeds, resolving data integrity issues, and ensuring reliable daily delivery of files required for reconciliation and reporting.
- Lead and contribute to operational initiatives focused on automation, efficiency, risk reduction, and scalability of IPO services, leveraging experience to drive continuous improvement and operational excellence.
- Provide guidance and technical support to junior team members, reviewing work as required and contributing to knowledge sharing and team development.
What You Will Bring
- Deep Investment Operations Expertise: You hold an undergraduate degree in Finance, Business Administration, or a related field, with 5+ years of progressive experience in an institutional investment firm, bank, or trust company. You bring strong hands‑on expertise in investment operations and reconciliations across complex asset classes and account structures.
- Advanced Collaborative Communication: You communicate clearly and confidently in both written and verbal formats and are capable of leading discussions with internal stakeholders, custodians, and external counterparties to resolve complex and high‑risk issues.
- Analytical & Process‑Improvement Mindset: You think critically and logically to diagnose issues and identify root causes. You have demonstrated experience leading or driving process improvements, including automation, control enhancement, and scalability initiatives.
- Strong Judgment & Problem Solving: You have a proven ability to analyze incomplete or ambiguous information, exercise sound professional judgment, and develop effective, sustainable solutions in a fast‑paced environment.
- Continuous Learning & Curiosity: You demonstrate a strong commitment to ongoing learning and professional development. You quickly acquire new knowledge, adapt to change, and take ownership of developing deeper subject‑matter expertise.
- Team Leadership & Mentorship: You are a collaborative team member who actively supports, mentors, and guides junior analysts, contributing positively to team performance, knowledge sharing, and culture.
- Ownership & Positive Leadership: You bring a proactive, accountable, and solutions‑oriented mindset. You seek opportunities to improve existing processes, challenge the status quo thoughtfully, and help implement innovative solutions. You act as a role model for professionalism, quality, and reliability.
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For a closer look at how you can build your career with us, we invite you to explore 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 receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. 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.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.
Skills Required
- Undergraduate degree in Finance, Business Administration, or a related field
- 5+ years of progressive experience in an institutional investment firm, bank, or trust company
- Hands-on expertise in investment operations and reconciliations across complex asset classes and account structures
- Strong written and verbal communication skills, including leading discussions with stakeholders and external counterparties
- Experience leading or driving process improvements, automation, control enhancement, or scalability initiatives
- Strong analytical, problem-solving, judgment, and root-cause analysis skills
- Ability to learn quickly, adapt to change, and develop subject-matter expertise
- Experience supporting, mentoring, and guiding junior analysts
- Proactive, accountable, solutions-oriented approach with a commitment to quality and reliability
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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