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
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