Dynamic Senior Analyst for Private Market Operations and Records
Connor, Clark & Lunn Financial Group (CC&L) • vancouver, Canada
Role Description
Join a vibrant team as a Senior Analyst focused on private market operations. Engage in collaborative investment closings while optimizing workflows in a hybrid work environment.
As a key player in private market portfolio operations, you will partner with cross-functional teams to support investment processes. Responsibilities include reviewing documentation for accuracy, maintaining detailed investment records, and performing reconciliations. Your critical insights will help identify risks and streamline operational efficiencies within the team.
Key Responsibilities:
• Ensure accurate documentation and system entries
• Maintain records of capital calls and distributions
• Track key investment lifecycle events for timely processing
• Validate internal records against third-party data
• Drive workflow improvements and operational policies
Requirements:
• Undergraduate degree in Business or Finance
• 2-5 years relevant experience is a plus
• Advanced MS ...
As a key player in private market portfolio operations, you will partner with cross-functional teams to support investment processes. Responsibilities include reviewing documentation for accuracy, maintaining detailed investment records, and performing reconciliations. Your critical insights will help identify risks and streamline operational efficiencies within the team.
Key Responsibilities:
• Ensure accurate documentation and system entries
• Maintain records of capital calls and distributions
• Track key investment lifecycle events for timely processing
• Validate internal records against third-party data
• Drive workflow improvements and operational policies
Requirements:
• Undergraduate degree in Business or Finance
• 2-5 years relevant experience is a plus
• Advanced MS ...