Analyst for Private Market Operations Team

Join CC&L Financial Group as an Analyst in Private Market Portfolio Operations. Work in a hybrid setting and support vital investment processes with a motivated, collaborative team.

This role involves working closely with the Private Market Portfolio Operations team at one of Canada's leading asset managers. You'll assist in documentation review, cash flow management, and investment reconciliation, providing valuable analytical support. The focus is on fostering an inclusive environment that enhances operational efficiencies while managing key lifecycle events.

Key Responsibilities:

• Support investment documentation and transaction entry
• Ensure accurate cash flows in operational systems
• Track and report on key lifecycle events
• Reconcile positions against custodian reports
• Assist in quarterly valuations of private market investments

Requirements:

• Degree in Business, Finance, or Economics
• 2–5 years of experience in investment operations
• Advanced MS Excel skills required
• Ability to identify operational risks
• Strong collaborative and communication skills

Play a crucial role in streamlining processes and enhancing the team’s impact in private market operations.