Specialist, Corporate Actions

Specialist, Corporate Actions Connor, Clark & Lunn Financial Group Vancouver, BC When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. The Corporate Actions team is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of asset management and will have the opportunity to advance your research, analytical and problem-solving skills for future growth and development within Connor, Clark & Lunn (CC&L) What You Will Do The Corporate Actions role serves as the key provider of accurate corporate actions information and processing for all equity and fixed income portfolios at CC&L. In this role, you will:

• Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
• Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
• Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin-offs, redemptions and mortgage-backed security pay-downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
• Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.

What You Bring

• Post-secondary education or equivalent experience.
• 1-3 years’ experience in Corporate Actions processing (or a similar role in financial operations).
• Knowledge of multiple asset classes (Equities, Fixed Income, Derivatives).
• Ability to analyze large data sets using Excel. Programming skills (SQL, Python) are an asset.
• Strong communication skills – written and oral.
• Strong troubleshooting and problem-solving skills.
• CFA or similar qualification is an asset.
• Experience with processing both mandatory and voluntary events is an asset.

The starting salary for this position is $69,000. 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 of this position. Further questions may be directed to the HR team during the interview process. About Connor, Clark & Lunn Financial Group At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients For a closer look at how you can build your career with us, we invite you to explore cclgroup.com CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age To apply for this position, please submit your resume and cover letter as one PDF 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 #LI-HYBRID #LI-JB1