Analyst in Retail Portfolio Operations

Become a vital part of CC&L Financial Group as a Retail Portfolio Operations Analyst and thrive in a collaborative hybrid setting. Your role will focus on maintaining client portfolio accuracy and enhancing report generation.
Ideal candidates hold degrees in fields like Business or Finance and bring experience in investment operations. You’ll collaborate with teams while managing cash flows and producing detailed reports for High-Net-Worth clients. Your analytical mindset will streamline operations and improve service delivery.
Key Responsibilities:
• Maintain and reconcile funds and client portfolio data
• Produce comprehensive reports for High-Net-Worth clientele
• Address ad hoc requests from custodians and front office units
• Trade pooled funds and manage client transactions
• Assist with process improvements for CC&L Private Capital
Requirements:
• Undergraduate degree in Business, Finance, or a related field
• Proficiency in MS Excel and understandi...