Consultant Database & Reporting Specialist

Connor, Clark & Lunn Financial Group - Vancouver, BC (30+ days ago)

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Connor, Clark & Lunn Financial Group
Vancouver, BC

We are looking for a Consultant Database & Reporting Specialist to join our Vancouver based Account Management & Reporting Team!

The Account Management & Reporting Team (AMR) resides within the middle-office of Connor, Clark & Lunn Financial Group (CC&LFG) and is responsible for delivering timely and accurate post-trade analytics that support the investment management process of all CC&L affiliates. The team collaborates with both internal and external stakeholders to ensure client transitions, portfolio composites, and consultant databases are effectively managed. CC&L as an investment management firm is responsible for over $77 billion in global assets and heavily relies on AMR for a variety of functions. This is a fantastic opportunity to contribute to the evolution and development of a relatively new team whose scope, visibility, and importance continue to grow.

We place high value on our entrepreneurial spirit and creating a culture where everyone has opportunities to succeed. We are a solution-orientated and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment.

What You’ll Be Doing

AMR operates in a unique position close to both business operations and systems technology. The team activities cover data and process management, ad-hoc problem solving, and continuous process improvement in both an independent and a collaborative setting. Our specialists are empowered to thrive as process owners with both the autonomy and responsibility that comes with delegation. You will have the opportunity to work closely with multiple business partners including portfolio managers, middle/back office teams, and information technology. Key responsibilities include:
Produce timely investment data for key stakeholders and consultant database vendors
Support the Proposal & Consultant database team for investment profile setup
Support ad-hoc data, reporting, RFP and sales and marketing requests
Develop and manage relationships with both internal and external clients
Seek out and implement innovative process/workflow improvements to increase efficiency, mitigate risk, and increase the level of service provided to stakeholders on a proactive basis
Act as backup for various tasks within the AMR team
Support the team leader on a variety of ad-hoc tasks and projects
Write and update procedure documentation as required
About You
Problem Solver – You possess an analytical mindset and can detect patterns to solve problems. You thrive on challenging and demanding environments and are comfortable with deadlines.
Detail Oriented – You pay exceptional attention to detail and have the ability to make connections and identify trends.
Collaborative – You have a collaborative spirit that helps you to work well with others and you communicate effectively.
Self-Motivated – You have a passion for advancing the quality, scale, and efficiency of data processes and is able to take ownership of multiple domains.
Continuous Process Improvement Mindset – You cannot stand inefficiency. You constantly take a critical eye to processes with the goal of finding improvement opportunities.
Education – You have an undergraduate degree in business, mathematics, finance, or other related discipline. Supplementary enrollment in investment management courses or related training is an asset.
Industry Knowledge – You have 1 to 2 years of related working experience; preferably within the investment management or financial industry.
Business Applications Knowledge – You are proficient in MS Office in general and Excel in particular with an aptitude to learn new applications as required.
About Us

Connor, Clark & Lunn Financial Group manages over $77 billion on behalf of institutional and individual clients. We believe that success in asset management is an outcome of attracting, retaining and motivating the most talented individuals in our industry. This is best achieved by the delivery of:
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.
Our business comprises eleven institutional investment affiliates that are responsible for investment decision making and client service, Connor Clark & Lunn Private Capital which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes mutual funds. Connor, Clark & Lunn Financial Group 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 over $77 billion and 600 people today and 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 challenges and opportunities for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people in our industry.

To apply for this position, submit your resume and cover letter.

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.