Analyst, Client Transitions Management

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team . The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

Manage the onboarding of Institutional Canadian, US and global clients

Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants

Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients

Work diligently with investment managers, sales, compliance and operations teams

Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding

Coordinate client restructures including changes to mandates, benchmarks and account transfers

Manage client KYC requirements and applications

Maintenance of onboarding tools, project plans and documentation

What You Bring

3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred

Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions

Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans

Great communicator

Excellent interpersonal skills, emotional intelligence and a high level of integrity

Detailed-focus and the willingness to dive deep into processes and operational requirements

The salary range for this position is $61,000 - $92,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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• What We Offer
• At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work

Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.

Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com .

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.