Client Reporting Analyst
About The Position
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Client Reporting Analyst for an existing vacancy in our Institutional Client Reporting team. You will join our dedicated Client Reporting team to provide reporting operations expertise to CC&LFG’s institutional investment affiliates and interact with all levels of the organization, including daily contact with our affiliates’ Client Relationship Managers. If you have a focus for producing high quality work, are an expert multi-tasker, have a knack for using new technology and work well under pressure, this role could be a great fit for you. The Client Reporting Team places a high value on our team spirit and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team, seeking like-minded individuals who thrive in a challenging and dynamic environment. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.
Requirements
- You have an interest in learning new technologies; developing and implementing new business processes.
- You have a positive attitude and collaborative spirit. Current and former colleagues would say that you’re an easy person to work with a one-team mindset
- You are able to manage competing tasks and can successfully navigate working with multiple lines of business to implement a large number of reports.
- Demonstrated ability to evaluate business problems and effectively apply solutions with subject matter expertise.
- You have a proven ability to communicate well with internal stakeholders. You are clear on what you need and you clarify what others need; you manage expectations and are professional and positive all at the same time.
- Advanced working knowledge of Microsoft Excel, Word and PowerPoint (e.g. ability to use and understand formulas, charting tools, styles etc.).
- You have an undergraduate degree coupled with 2-3 years in a related role or similar transferrable experience.
Nice To Haves
- Knowledge of Simcorp’s Coric Client Communication solution is an asset.
Responsibilities
- Setup and maintenance of client accounts and client data
- Ensure that a multitude of reports are accurately set up, maintained, produced and distributed
- Communicate with various Client Relationship Managers and other key personnel across CC&L to support and trouble shoot the entire reporting production process; liaise with the internal development team and Information Systems support team to provide fixes and solutions
- Building and maintaining report layouts using a mix of in-house tools and leading third party technology to ensure highly effective reporting operations
- Work closely with the team’s dedicated development team members on using a third party IDE to enhance and develop report layouts and assign logical rules to support the automated report production as well as, translating business logic to source code written in a proprietary language
- Analyze, maintain and improve the reporting process to maximize efficiency and minimize risk
- Investigate and advise on best reporting practice
Benefits
- annual performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
