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Retail Operations Analyst at Leading Asset Manager

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Connor, Clark & Lunn group
πŸ“ toronto, Canada
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Location toronto
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Posted June 06, 2026
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Commute Local Area
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Job Description

Join a high-energy team as a Retail Portfolio Operations Analyst at one of Canada's finest asset managers. This hybrid role combines remote work with in-office collaboration for success.

As part of the Retail Portfolio Operations team, this Analyst position offers opportunities for learning and development. You will maintain and reconcile essential data while working with external parties and addressing client queries. Your contributions will enhance the efficiency of client reports for High-Net-Worth clients and improve various processes.

Key Responsibilities:
β€’ Maintain and reconcile client portfolio and fund data
β€’ Work collaboratively with custodians and internal teams
β€’ Produce detailed reports for High-Net-Worth clients
β€’ Support fundraising inquiries and performance assessments
β€’ Assist with process improvement initiatives

Requirements:
β€’ Bachelor’s degree in Business, Finance, or similar
β€’ Proficie...

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πŸ“ Location Details

πŸŒ†
City
toronto
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Country
Canada
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Commute
Local Area

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