Client Service Administrator, Multi-Asset Institutional Portfolios

Connor, Clark & Lunn Financial Group
Vancouver, British Columbia (CA)
To be discussed
17 Jan 2023
16 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

We are an institutional investment manager and one of the fastest growing affiliates within the Connor, Clark & Lunn Financial Group (“CCLFG”). CC&L Multi-Asset Institutional Portfolios were launched in 2019 to meet increasing demand from institutional clients and their consultants for customized investment solutions that incorporate different investment strategies available through CCLFG-affiliated investment teams. With the growth of the business, we are looking for an experienced full-time, permanent Client Service Administrator to join our Multi-Asset Institutional Portfolios team. The successful candidate will work in a multi-functional team environment and have primary responsibility for all aspects of portfolio administration across a wide variety of institutional clients and investment mandates. The position may be based in Vancouver, Toronto, or Montreal.

What You Will Do:

  • Partner with the Multi-Asset VP & Product Specialist on all aspects of client account administration matters related to CC&L Multi-Asset Institutional Portfolios
  • Collect information related to clients, client accounts and investment strategies
  • Work across the business to improve systems, processes, and communications
  • Coordinating communication between CC&L Canada, clients, investment teams, institutional sales managers, and operations teams to ensure accurate and timely response to queries
  • Assisting with developing formal external communications including client reports, presentations, capital calls and ad hoc commentary
  • Managing workflow related to prospective and existing client deliverables What You Bring:

Market Knowledge:

  • You have an undergraduate degree in economics or finance (or a related field) and a keen interest in capital markets with 3 to 5 years of relevant work experience
  • Relationship Building: You enjoy building relationships both within and outside of the organization, and are an effective communicator
  • Collaboration: You work well with others while also taking initiative where current practices may be improved
  • Multi-tasking: We work with a broad variety of client types, implementing highly customized portfolios that include a number of different investment strategies. You have the ability to prioritize and manage a wide range of responsibilities
  • Drive: This is a growing business; you thrive in a high-paced, dynamic environment
  • Passion for Learning: You welcome the opportunity to work side-by-side with seasoned investment professionals within CCLFG, and with clients and their investment consultants
  • Bilingualism, while not required, would be considered an asset

Who We Are

Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management.

We have grown from $29 billion in assets and 200 people in 2008 to approximately $98 billion in assets and over 700 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.

This is best achieved by:

  • A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
  • An Opportunity to Succeed: To do work that has value and which presents the opportunity for professional growth and development.
  • Recognition and Reward: To recognize each person’s contribution and to align compensation with contribution

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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