Analyst, Corporate Actions

In the Institutional Portfolio Operations (IPO) group at Connor Clark & Lunn Financial Group, you will be part of a team that plays a crucial role in the investment success of various institutional clients. As a member of the Corporate Actions team, you will have the opportunity to enhance your research, analytical, and problem-solving skills for future growth and development within CC&L. • *Key Responsibilities:** - Communicate with custodians, portfolio managers, and key personnel to investigate and resolve corporate action cash and holding discrepancies. - Gather and synthesize corporate actions information from diverse sources such as Bloomberg, investor relations, and custodian notifications. - Process various corporate actions accurately on portfolio holdings using the firm's portfolio accounting system (APX). - Participate in operational projects focusing on automation, efficiency, and scalability of IPOs services. • *Qualifications Required:** - Post-secondary education or equivalent experience. - 3-5 years of overall experience, with at least 2 years in Corporate Actions. - Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives). - Proficiency in analyzing large data sets using Excel. - Strong written and oral communication skills. - Excellent troubleshooting and problem-solving abilities. - Proven stakeholder management skills in building effective relationships. - CFA or similar qualification is considered an asset. - Programming skills (SQL, Python) are advantageous. - Experience with both mandatory and voluntary events processing is beneficial. - Background in Global Markets and knowledge of trade execution and settlement are advantages. Connor, Clark & Lunn Financial Group is an independent and employee-owned firm that partners with investment professionals to foster successful asset management businesses. With a history spanning over 40 years and offices across Canada, the US, the UK, and India, CC&L Financial Group manages over USD$131 billion in client assets through its multi-boutique family of affiliate firms. For further information on building your career with us, please visit cclgroup.com. CC&L Financial Group is dedicated to fostering a diverse and inclusive environment and is an equal opportunity employer. All qualified applicants will be considered for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply for this position, kindly submit your resume and cover letter as a single PDF. We appreciate all applicants' interest, and only shortlisted candidates will be contacted for interviews. No telephone calls or recruitment agencies will be entertained. In the Institutional Portfolio Operations (IPO) group at Connor Clark & Lunn Financial Group, you will be part of a team that plays a crucial role in the investment success of various institutional clients. As a member of the Corporate Actions team, you will have the opportunity to enhance your research, analytical, and problem-solving skills for future growth and development within CC&L. • *Key Responsibilities:** - Communicate with custodians, portfolio managers, and key personnel to investigate and resolve corporate action cash and holding discrepancies. - Gather and synthesize corporate actions information from diverse sources such as Bloomberg, investor relations, and custodian notifications. - Process various corporate actions accurately on portfolio holdings using the firm's portfolio accounting system (APX). - Participate in operational projects focusing on automation, efficiency, and scalability of IPOs services. • *Qualifications Required:** - Post-secondary education or equivalent experience. - 3-5 years of overall experience, with at least 2 years in Corporate Actions. - Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives). - Proficiency in analyzing large data sets using Excel. - Strong written and oral communication skills. - Excellent troubleshooting and problem-solving abilities. - Proven stakeholder management skills in building effective relationships. - CFA or similar qualification is considered an asset. - Programming skills (SQL, Python) are advantageous. - Experience with both mandatory and voluntary events processing is beneficial. - Background in Global Markets and knowledge of trade execution and settlement are advantages. Connor, Clark & Lunn Financial Group is an independent and employee-owned firm that partners with investment professionals to foster successful asset management businesses. With a history spanning over 40 years and offices across Canada, the US, the UK, and India, CC&L Financial Group manages over USD$131 billion in client assets through its multi-boutique family of affiliate firms. For further information on building your career with us, please visit cclgroup.com. CC&L Financial Group is dedicated to fostering a diverse and inclusive environment and is an equal opport