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Senior Analyst, Fund Oversight

@ Connor, Clark & Lunn Financial Group Ltd.

Toronto, Ontario

3+ years experience
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SIGNALS

Overview

Connor, Clark & Lunn Financial Group is hiring a Senior Analyst for its Fund Oversight team, which monitors over 140 pooled funds across Canada, Cayman, Europe and the USA. The role covers NAV and expense monitoring, fund launches and restructures, regulatory filings, and reporting, with hybrid work and a base salary of $85,000 to $100,000.

Responsibilities:

  • Monitor NAVs, fund expenses and accruals across pooled funds
  • Support fund launches, closures and restructures
  • Prepare fund-level reporting and regulatory filings
  • Coordinate with custodians, administrators and trustees
  • Support due diligence and investor inquiries

Requirements summary:

  • 3-5 years of experience in investment, finance or banking
  • Experience with Canadian, US, Cayman or UCITS funds is an asset
  • Understanding of pooled fund structures is a bonus
  • Strong organization and deadline management
  • Effective communication with internal and external stakeholders

Tools & skills

Benefits mentioned

Health insuranceRetirement planParental leave
Source and dates

Employer career site / ATS feed · greenhouse

Employer posting date
2026-10-02
First seen by our source
2026-10-08
Source record updated
2026-10-15

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentFinance & accounting
Experience3+ years
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Encouraged to applyPeople with disabilities
Perks mentionedFlexible hours, Generous parental leave, Retirement plan, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

Connor, Clark & Lunn Financial Group Ltd.

FieldValue
Company size501-1000
Open jobs on Jobsy53
Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Analyst, Fund Oversight for an existing vacancy on our Fund Oversight team. The Fund Oversight Team is responsible for overseeing the operations and strategic initiatives across our global pooled fund platform. The team monitors over 140 funds for 14 CC&L affiliates in 4 jurisdictions: Canada, Cayman, Europe and USA. This role is ideal for someone who thrives in a fast-paced environment, enjoys solving complex operational challenges, and is interested in investment fund oversight. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

  • Monitor NAVs, fund expenses, and accruals across pooled fund structures
  • Support fund launches, closures, and restructures in coordination with Legal, Product, and Transitions teams
  • Assist with fund distributions, year-end processes, and regulatory filings
  • Build and maintain internal fund data trackers
  • Assist with compiling board and audit deliverables
  • Monitor compliance of fund and client eligibility and taxability
  • Coordinate with custodians, fund administrators, and fund trustees
  • Prepare fund-level reporting for internal and external stakeholders
  • Support due diligence and investor inquiries
  • Assist with fee modeling and fund performance analysis
  • Liaise with internal teams and external service providers to ensure smooth fund operations
  • Participate in strategic projects such as fund platform enhancements and service provider reviews

What You Bring

  • 3-5 years of experience in investment, finance or banking. Experience with Canadian, US, Cayman or UCITS funds would be an asset. Understanding of different pooled fund structures would be a bonus (e.g. Trusts, Mutual Funds, CITs, LPs, UCITS, Master Feeders).
  • Collaborative approach working with others. You communicate effectively with both internal and external stakeholders.
  • You own what you do, are dependable and can figure things out.
  • You are organized and can manage multiple tasks while staying on track with deliverables. You can set priorities and meet deadlines.
  • You can combine your enthusiasm, passion, curiosity, education and experiences to see the big picture, focus on the details, solve complex problems and communicate effectively. The team show these qualities every day and we are looking for like-minded individuals.

The expected base salary range for this position is $85,000–$100,000. The range 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.

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