- About the Role
- Application Form
- About Connor, Clark & Lunn F…

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 Analyst on the Institutional Portfolio Operations team is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. 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 Analyst, Institutional Portfolio Operations serves as the key provider of accurate investment portfolio data to the entire CC&L; family and their clients. In this role, you will:

- Institutional Billing: Prepare and issue management fee invoices for institutional clients, funds, and affiliated entities on both a monthly and quarterly basis.
- Assets Under Management (AUM) Reporting: Administrator the AUM reporting process by producing monthly and quarterly reports and supporting data requests from Investment Teams, Sales, RFP, and Senior Management.
- Operational Projects: Contribute to initiatives focused on automation, process efficiency, and enhancing the scalability of IPO’s service offerings.
- Information Management: Communicate critical portfolio details and manage the secure flow of sensitive information across all CC&L; affiliates.

What You Will Bring

- Investment Knowledge: You have an undergraduate degree in business administration, commerce or a related field and a genuine interest in the investment industry.
- Industry knowledge: A minimum of 2 years of experience in an institutional investment firm, bank or trust company, where you have acquired operational expertise. Fund accounting experience is considered a strong asset.
- Team-oriented Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind: You have the ability to think rationally, and problem solve effectively.
- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude: You are a sharp, self-motivated, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter.”

- Technical Skills: Proficient with financial software platforms, particularly those used for portfolio accounting and client invoicing, with additional experience in Excel VBA, Power BI, and Smartsheet. Advanced knowledge of Microsoft Excel and strong proficiency in Word, Outlook, and Adobe applications.

Apply Now Thank you for applying.

Your application has been received - we appreciate the time and effort you put into submitting your application.

Our Talent





Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we’re looking for in this role. In the meantime, feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Financial Group!

- Working at CC&L; | CC&L; Financial Group Ltd. Warm Regards, The Talent Acquisition Team

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Are you comfortable working on a Hybrid work model? (3 days in office)

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Acknowledgement of Privacy Policy

I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L; processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy.

Review and acknowledge how we handle your data The CC&L; Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing.

In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist,



conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment. We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law.

Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law. Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws. You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format.

You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances. If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance.

You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at https://cclfg.cclgroup.com/privacy-confidentiality

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What is your current location? 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 $222 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

It’s a place where you can grow your skills and contribute to our business.

Learn more by exploring our website: www.cclgroup.com

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