Institutional Portfolio Operations Analyst
Connor, Clark & Lunn Financial Group Ltd.
Join Connor, Clark & Lunn as an Institutional Portfolio Operations Analyst in a hybrid work model. Be a vital link in operational effectiveness and support institutional investment success.
The Institutional Portfolio Operations Analyst position is integral to the team’s impact on clients' financial outcomes. Candidates with a strong foundation in operational processes, particularly in cash flow management or transitions, are ideal. With at least 2 years of experience in investment operations, you will work closely with both internal teams and clients to enhance service quality and operational excellence.
Key Responsibilities: - Serve as primary contact for cash flow inquiries - Process and validate subscription and redemption instructions - Conduct daily validation and reconciliation checks - Identify and recommend solutions for operational risks - Collaborate with cross-functional teams to enhance processes
Requirements: - Undergraduate degree in business or related field - Minimum 2 years’ experience in institutional investment firms - Excellent verbal and written communication skills - Advanced knowledge of Microsoft 365 technologies - Ability to problem-solve and work effectively with teams
Bring your operational expertise and enthusiasm to support CC&L's mission in optimizing institutional portfolios.#J-18808-Ljbffr
The Institutional Portfolio Operations Analyst position is integral to the team’s impact on clients' financial outcomes. Candidates with a strong foundation in operational processes, particularly in cash flow management or transitions, are ideal. With at least 2 years of experience in investment operations, you will work closely with both internal teams and clients to enhance service quality and operational excellence.
Key Responsibilities: - Serve as primary contact for cash flow inquiries - Process and validate subscription and redemption instructions - Conduct daily validation and reconciliation checks - Identify and recommend solutions for operational risks - Collaborate with cross-functional teams to enhance processes
Requirements: - Undergraduate degree in business or related field - Minimum 2 years’ experience in institutional investment firms - Excellent verbal and written communication skills - Advanced knowledge of Microsoft 365 technologies - Ability to problem-solve and work effectively with teams
Bring your operational expertise and enthusiasm to support CC&L's mission in optimizing institutional portfolios.#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Institutional Portfolio Operations Analyst in Winnipeg, MB vacancy
$71k - $76k per year
Interested in joining one of Canada’s top performing asset managers? We are looking for an Analyst, Institutional Portfolio Operations for an existing vacancyon our Institutional Portfolio Operations (IPO) team . The IPO team is a group of tightknit, energetic...SuggestedInternshipWork at officeRemote workFlexible hoursConnor, Clark & Lunn Financial Group Ltd.
Winnipeg, MB1 hour ago$150k - $200k per year
...Approximately 1 day every 2 weeks About the Role Staffmax is seeking an experienced Managing Director to oversee the operations and performance of a portfolio of privately held companies across Canada. This is a hands-on operating role for an experienced business leader...SuggestedPermanent employment1 day per week- Institutional client service and custody issue resolution anchor this Senior Analyst position with National Bank Trust’s Montreal-based Custody Operations team. Hybrid work and flexible scheduling are provided... ...as a primary contact for a portfolio of institutional clients across...SuggestedFlexible hours
National Bank of Canada
Winnipeg, MB1 hour ago - ...45 billion under management, 190 portfolio companies and 540 professionals.... ...investment advisory firm that combines institutional-quality investing with a... ...We're looking for a Portfolio Analyst to bridge our investment and operations teams in Montreal. You'll own the...SuggestedInternshipWork at office
Sagard
Winnipeg, MB1 hour ago - About AlliedAllied is a leading owner-operator of distinctive urban workspace in Canada’s... ...performance and strategic planning of a portfolio of commercial real estate assets, ensuring... ...of Allied’s standards across property operations, asset planning, and user experience. As...SuggestedFor contractors
Allied
Winnipeg, MB1 hour ago $40.3k - $60.4k per year
...how an organization supports and attracts institutional investment clients, about the investment... ...Other learning opportunities Attend portfolio manager meetings hosted by industry... ...million people across Canada, with additional operations in Europe and the United States. As...Full timeTemporary workSummer work- ...asset manager of more than $75B in strategic assets, operating at arm’s length and at the speed of business.... ...Position OverviewReporting to the Vice President, Portfolio Performance, the newly created role of Business Analyst, Portfolio Performance will support the effective...Work at office
Canada Development Investment Corporation (CDEV)
Winnipeg, MB1 hour ago - Manage high-net-worth investment portfolios in Toronto using centralized models, portfolio monitoring, and asset mix rebalancing... ....Scotiabank seeks a Portfolio Analyst for its centralized portfolio... ...Scotiabank’s centralized wealth management operations in Toronto. #J-18808-Ljbffr
Scotiabank
Winnipeg, MB1 hour ago - Lead portfolio performance and operating platforms at Marcon across Metro Vancouver’s income-producing properties, with Property Management and Hotel Operations leadership.Marcon seeks a Director to strengthen existing portfolio performance while building capabilities for future...
Marcon
Winnipeg, MB1 hour ago $105k - $125k per year
...an experienced and collaborative Manager, Private Markets Portfolio Operations (PMPO) for an existing vacancy within the Investment Resource... ...and Team Resilience Lead, coach, and develop Specialists, Analysts, and Senior Analysts; set clear expectations,goals, and...InternshipWork at officeRemote workFlexible hoursConnor, Clark & Lunn Financial Group (CC&L)
Winnipeg, MB1 hour ago- ...Master OTC derivatives operations remotely from Edmonton with expertise in trade capture, settlement, reconciliation, and ISDA documentation... ...mitigating operational risk. GTT seeks a Senior Derivatives Analyst for its Derivatives Operations team. You will support OTC and cleared...Remote work
$165k - $180k per year
...a focus as we’ve expanded into the real estate development and operations space, managing our own projects from conception through to execution... ...in infinite ways. The RoleMarcon is seeking a Director, Portfolio Operations & Performance to strengthen the performance of our...Long term contractMarcon
Winnipeg, MB1 hour ago- Allied is seeking a Manager, Portfolio Operations to oversee performance and strategic planning across a portfolio of commercial real estate assets in Canada’s major cities. You will drive operational excellence, support cross‑functional teams, and advance initiatives that enhance...
Allied
Winnipeg, MB1 hour ago - Interac is seeking a Senior Planning Analyst in Toronto to own the Planview Portfolios platform end-to-end. You will configure modules, manage budgets and resources, and deliver dashboards and reports to enable executive decision-making. You will partner with product, finance...
Interac
Winnipeg, MB1 hour ago $120k - $250k per year
...hiring a highly skilled, analytical Mid-Level Equity Market Analyst & Portfolio Associate to join our dynamic team.Join one of the largest privately... ...and innovation shaping what comes next.Perks & Benefits:Onni operates a full-time, work-from-the-office culture — vibrant, dynamic,...Full timeSummer workSeasonal workWork at officeLocal areaNight shiftWeekend workOnni Group
Winnipeg, MB1 hour ago$90k per year
...billion under management, 190 portfolio companies and 540... ...its industry intelligence and operational expertise, Portage is the ideal... ...Portfolio & Market Intelligence Analyst Intern. This person will play... ...Responsibilities Assist in investment operations by working with the business...Long term contractInternshipWork at officeSagard SAS
Winnipeg, MB1 hour ago- ...CASO CLO et feront l’objet d’un contrôle et d’une autorisation.CASO CLO est également chargé :de la comptabilisation de toutes les opérations de prêt associées dans les systèmes de back-officedu rapprochement entre les systèmes de front-office et de back-officede la comptabilisation...Daily paid
Crédit Agricole
Winnipeg, MB1 hour ago $94k - $117k per year
...35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re... ...Accounts - Portfolio Services Group Analyst is responsible for running the day‑to‑day portfolio management operations of discretionary Managed Accounts....Long term contractFull timeWork at officeFlexible hoursFidelity Canada
Winnipeg, MB1 hour ago- ...a leading insurance group with operations in Kimberley , is seeking a highly... ...experienced Senior Investment Analyst to manage and optimize its insurance investment portfolios. This role is essential for... ...and implement measures to manage portfolio risk effectively. Collaborate with...Work at office
Placements24
Winnipeg, MB1 hour ago - Engage with Fidelity's Managed Accounts as a Portfolio Services Group Analyst on a flexible hybrid schedule. This role requires keen analytical abilities... ...and strong communication skills to enhance investment operations. As a full-time Portfolio Services Group Analyst, you...Full timeFlexible hours
Fidelity International
Winnipeg, MB1 hour ago - ...management of large number of investment portfolios for high-net-worth clients on a... ...Liaising with Scotia Jarislowski Fraser Portfolio Management teams in the field as necessary... ...initiatives including technology projects and operational efficiency changes Acting as resource...Long term contractContract workTemporary workWork at office
Scotiabank
Winnipeg, MB1 hour ago - ...Montreal/Toronto environment is seeking a Senior Custody Analyst to be the primary point of contact for institutional clients, addressing day-to-day custody needs and... ...and corporate actions, coordinate with custody operations, technology and business teams, and identify...
National Bank of Canada
Winnipeg, MB1 hour ago - Get notified about new Operational Risk Analyst jobs in United States .8,000+ Operational Risk Analyst Jobs in United States ACH Ops Governance... ...) ACH Ops Governance, Oversight and Reporting Analyst Operations Planning and Governance - Governance Analyst Enterprise...
Infotree Global Solutions
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Financial Group (CC&L) is seeking an experienced Manager, Private Markets Portfolio Operations (PMPO) to lead a team of financial operations professionals across Affiliates and Investment Operations. The role focuses on operational ownership, controls, documentation...Work at officeRemote work
Connor, Clark & Lunn Financial Group (CC&L)
Winnipeg, MB1 hour ago - Drive strategic financial oversight with Canada Development Investment Corporation as a Business Analyst. Leverage analytical skills to enhance portfolio performance management across multiple subsidiaries. At CDEV, you will report to the Vice President, Portfolio Performance...
Canada Development Investment Corporation (CDEV)
Winnipeg, MB1 hour ago - Convierta datos financieros en decisiones de riesgo para carteras globales de Manulife, trabajando con R y Python desde Boston en esquema híbrido.Este puesto combina supervisión independiente de riesgos con apoyo analítico para equipos de inversión. Examinará exposiciones factoriales...
Manulife
Winnipeg, MB1 hour ago - Lead financial planning and compliance as a Senior Finance Analyst. Focus on investment onboarding and deliver impactful financial reports... ...role in managing financial planning and reporting for a growing portfolio within the real estate sector. You’ll review third-party...
Winchesters
Winnipeg, MB1 hour ago - Support HOOPP’s real estate portfolio through research, reporting, and performance analysis. Use Excel, Argus, and approved AI tools with sound judgment.This Analyst position contributes to asset and portfolio management, investment evaluation, transaction execution, and development...
HOOPP (Healthcare of Ontario Pension Plan)
Winnipeg, MB1 hour ago - ...Oxford Properties Group in Toronto is seeking a Senior Business Analyst to support change initiatives across investment platforms. You will... ...requirements, backlogs, and deliver high-value solutions for Portfolio Servicing Platform upgrades, reporting, and integrations. You will...
OMERS / Oxford Properties Group
Winnipeg, MB1 hour ago - ....Job Description About the role Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams. The Analyst will support the newly established ETF mandate, manage day-to-day ETF operations...Temporary workWork at office
Sunlife
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Institutional Portfolio Operations Analyst. Be the first to apply!
