Become a key contributor as a Reconciliation Specialist with Connor, Clark & Lunn in the hybrid Institutional Portfolio Operations team. Your role will directly impact investment success for various institutional clients.
In this challenging position, you will leverage your expertise in investment operations to reconcile cash, transactions, and holdings. Candidates with at least 2 years of experience in an institutional setting will thrive here. Develop your skills further in a supportive environment focused on continuous improvement and efficiency in processes.
Key Responsibilities:
- Reconcile cash, transactions, holdings, and derivatives
- Communicate discrepancies with custodians and portfolio managers
- Navigate research platforms like Bloomberg and Reuters
- Complete month-end reconciliations for client accounts
- Participate in process improvement and automation initiatives
Requirements:
- Postgraduate degree in Finance or Business Administration
- Minimum 2 years experience in investment operations
- Proficiency in Microsoft Excel and analytical skills
- Strong verbal and written communication skills
- Initiative in problem solving and process enhancement
Elevate your career with a driven team at Connor, Clark & Lunn, enhancing your skills in the asset management industry.
Reconciliation Specialist at Connor, Clark & Lunn in Vancouver employer: Connor, Clark & Lunn Financial Group (CC&L)
At CC&L Financial Group, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As the Head of Tax, you will not only lead impactful tax strategies but also benefit from our commitment to employee growth through continuous learning opportunities and mentorship. Located in a vibrant city, our hybrid work model ensures a healthy work-life balance while engaging with a team of dedicated professionals who are passionate about driving success together.
Contact Details:
Connor, Clark & Lunn Financial Group (CC&L) Recruitment Team
