Manager, Private Markets Portfolio Operations
Vancouver, BCConnor, Clark & Lunn Financial Group Ltd.
7+ YOECandidates need a bachelor's degree in a business or finance field and about 7 to 10 years of progressive experience in asset management, investment operations or a related financial-services setting. Demonstrated people leadership and practical knowledge of private-market operations are required, along with a strong operational-risk mindset and high proficiency with Microsoft 365.
Microsoft 365, Smartsheet, Jira
Manager, Private Markets Portfolio Operations
Toronto, ONConnor, Clark & Lunn Financial Group Ltd.
7+ YOECandidates need a bachelor's degree in a business or finance field and about 7 to 10 years of progressive experience in asset management, investment operations or a related financial-services setting. Demonstrated people leadership and practical knowledge of private-market operations are required, along with a strong operational-risk mindset and high proficiency with Microsoft 365.
Microsoft 365, Smartsheet, Jira
Manager, Constraints Governance & Process Engineering
Toronto, ONConnor, Clark & Lunn Financial Group Ltd.
5+ YOECandidates need 5+ years in asset management or a related discipline, plus process design, governance and process improvement experience. Experience with automation and reporting tools such as Power Platform and Power BI, and Lean Six Sigma, PMP, CBAP or CFA designations, are assets.
Power Automate, Power BI, Microsoft Power Platform, Charles River
Manager, Constraints Governance & Process Engineering
Vancouver, BCConnor, Clark & Lunn Financial Group Ltd.
5+ YOECandidates need 5+ years in asset management or a related discipline, plus process design, governance and process improvement experience. Experience with automation and reporting tools such as Power Platform and Power BI, and Lean Six Sigma, PMP, CBAP or CFA designations, are assets.
Power Automate, Power BI, Microsoft Power Platform, Charles River
Intern, Retail Portfolio Operations
Vancouver, BCConnor, Clark & Lunn Financial Group Ltd.
Candidates need to be pursuing or have recently completed an undergraduate degree in business, finance, economics, accounting, data analytics or computer science. They need strong Excel skills, attention to detail with large data sets, and good communication. Canadian Securities Course, AI tools and data analysis experience are assets.
Excel, Microsoft Office, Power Automate, Microsoft Copilot, ChatGPT
Intern, Retail Portfolio Operations
Toronto, ONConnor, Clark & Lunn Financial Group Ltd.
Candidates need to be students or recent graduates in business, finance, accounting, data analytics or computer science. They need strong attention to detail, Excel skills, and an interest in technology and process improvement.
Excel, Microsoft Office, Power Automate, Microsoft Copilot, ChatGPT
Analyst, Institutional Portfolio Operations
Vancouver, BCConnor, Clark & Lunn Financial Group Ltd.
2+ YOECandidates need an undergraduate degree in business, commerce or a related field, and at least 2 years of institutional investment, bank or trust operations experience. Advanced Microsoft 365 skills, especially Excel, Power BI, SharePoint and Power Automate, are required.
Excel, Power Query, VBA, Power BI, SharePoint, Power Automate
Analyst, Institutional Portfolio Operations
Toronto, ONConnor, Clark & Lunn Financial Group Ltd.
2+ YOECandidates need an undergraduate degree in business, commerce or a related field, and at least 2 years of institutional investment, bank or trust operations experience. Advanced Microsoft 365 skills, especially Excel, Power BI, SharePoint and Power Automate, are required.
Excel, Power Query, VBA, Power BI, SharePoint, Power Automate