Analyst, Product Transitions

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

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.