Analyst, Client Transitions Management
Full Job Posting
What You Will Do
- Manage the onboarding of Institutional Canadian, US and global clients
- Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
- Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
- Work diligently with investment managers, sales, compliance and operations teams
- Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates, benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintenance of onboarding tools, project plans and documentation
What You Bring
- 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
- Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Great communicator
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- Detailed-focus and the willingness to dive deep into processes and operational requirements
- The expected base salary range for this position is $61,000–$92,000. 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
Preferred Qualifications
- 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
About Connor, Clark & Lunn Financial Group Ltd.
Privately owned Canadian asset manager serving individuals, institutional investors and advisors with traditional and alternative investment strategies.
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