Analyst, Product Transitions
Full Job Posting
What You Will Do
- Coordinate the onboarding and relationship management of custodians, prime brokers and trading counterparties, including KYC/AML processes, account opening documentation, legal agreements, and operational setup.
- Serve as the primary liaison between internal stakeholders and external counterparties.
- Analyze and identify operational and portfolio management requirements, and work with internal teams to set up new funds.
- Participate in product and operational meetings to provide updates on onboarding progress and counterparty developments.
- Utilize Smartsheet, SharePoint and S&P Global Counterparty Manager for project tracking, reporting, and coordination of deliverables.
- Maintenance of onboarding tools, project plans and documentation.
What You Bring
- 3+ years of experience in investment operations, finance or banking. Experience with investment products, knowledge of financial markets and funds preferred.
- Collaborative and team-oriented approach. You build relationships with both internal and external stakeholders.
- Ability to provide succinct written and verbal communication. You are confident and comfortable expressing opinions and making decisions.
- Analytical, creative and growth mindset. You thrive at solving problems and making sound decisions under pressure.
- You own what you do, are dependable and can figure things out.
- Can manage multiple tasks and projects while staying on track with deliverables and exhibiting strong attention to detail. You set priorities and meet deadlines.
- 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
- 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.
Qualifications
- Collaborative and team-oriented approach. You build relationships with both internal and external stakeholders.
- Ability to provide succinct written and verbal communication. You are confident and comfortable expressing opinions and making decisions.
- Analytical, creative and growth mindset. You thrive at solving problems and making sound decisions under pressure.
- You own what you do, are dependable and can figure things out.
- Can manage multiple tasks and projects while staying on track with deliverables and exhibiting strong attention to detail. You set priorities and meet deadlines.
- 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.
Preferred Qualifications
- 3+ years of experience in investment operations, finance or banking. Experience with investment products, knowledge of financial markets and funds preferred.
About Connor, Clark & Lunn Financial Group Ltd.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Connor, Clark & Lunn Financial Group Ltd.
Senior Analyst, Client Reporting Development Team
Toronto, CAN
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 individu
Data Analyst, Investment Data Architecture
Vancouver, CAN
Interested in joining one of Canada’s top-performing asset managers? We are looking for a Data Analyst for an existing vacancy in our Investment Data Architecture (IDArch) team. Our team resides within the middle office
Data Analyst, Investment Data Architecture
Toronto, CAN
Interested in joining one of Canada’s top-performing asset managers? We are looking for a Data Analyst for an existing vacancy in our Investment Data Architecture (IDArch) team. Our team resides within the middle office
Compliance Specialist
Toronto, CAN
Interested in joining one of Canada’s top performing asset managers? We are looking for a Compliance Specialist to join our Private Capital Compliance team. Reporting to the Compliance Manager, you will support the overa
Analyst, Business Process Engineering, Investment Data Architecture
Vancouver, CAN
Interested in joining one of Canada’s top-performing asset managers? We are looking for an Analyst, Business Process Eng ineering for an existing vacancy in our Investment Data Architecture (IDArch) team. Our team reside
Analyst, Sales & Client Enablement - 12 Month Contract
Toronto, CAN
Interested in joining a growing Marketing team that is helping transform how sales and client materials are created, maintained and delivered? The Connor, Clark & Lunn Financial Group (CC&L Financial Group) Marketing tea
Information Governance Manager – Legal & Corporate
Vancouver, CAN
This is an opportunity to build the information governance function for Legal & Corporate at CC&L Financial Group. The Information Governance Manager – Legal & Corporate is a new role, reporting to the General Counsel. Y
Senior Analyst, Client Reporting Development Team
Toronto, CAN
Technical Delivery Lead, Platform Transformation
Toronto, CAN
Data Analyst, Investment Data Architecture
Vancouver, CAN
Data Analyst, Investment Data Architecture
Toronto, CAN
Compliance Specialist
Toronto, CAN
Analyst, Business Process Engineering, Investment Data Architecture
Vancouver, CAN
Analyst, Sales & Client Enablement - 12 Month Contract
Toronto, CAN
Information Governance Manager – Legal & Corporate
Vancouver, CAN