Senior Analyst, Institutional Portfolio Operations

About Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage Over USD$131 billion client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. 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. To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Join Our Institutional Portfolio Operations Team

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 Senior Analyst, Institutional Portfolio Operations 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 Senior Analyst, Institutional Portfolio Operations 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.

Key skills/competency

• Investment Operations
• Portfolio Reconciliation
• Data Integrity
• Risk Management
• Process Improvement
• Stakeholder Management
• Financial Auditing
• Team Leadership
• Problem Solving
• Automation Initiatives