Senior Analyst, Training & Documentation
Summary
Senior Analyst creates and maintains training materials and documentation for investment operations teams, including onboarding new staff and updating process workflows.
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Senior Analyst to join our team. The ideal candidate is a highly detailed-oriented problem-solver and sees learning new skills and being a team player as both enjoyable and necessary for a high performing team. You will be working with various teams within our department to facilitate their staff onboarding and training, and as a result, will have detailed exposure to many aspects in several areas related to investment back-office operations (including reconciliation, client reporting, corporate actions, etc)
The Training and Documentation team is an independent group within the Investment Resource Group (“IRG”) that performs several essential services. They include:
- Ensuring that new staff are onboarded successfully by providing initial hands-on training which can last from one day to several weeks
- Ensuring that the IRG’s procedure documentation is kept current
- Coordinating staff movements within IRG
- Maintenance of our Certificate of Authorized Signatories list
- Working on various projects
We place a high value on our team spirit, camaraderie, 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.
What You Will Do:
What You Will Do:
- Onboarding and providing application overviews of new employees into the department across all offices
- Ensure that new employees have access to the appropriate software systems used by pre-testing before the employee joins the department
- Maintain the staff onboarding checklist and coordinate staff movements (onboarding, off-boarding, internal movements) within the department
- Responsible for the maintenance of the IRG’s documentation model. This includes:
- Working with the IRG Senior Managers, Managers and Staff to determine which processes need to be documented
- Assisting the Staff with formatting, language and structure of the documents
- Creating and reviewing documentation process workflow diagrams
- Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
- Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
- Maintain and update our Certificate of Authorized Signatories list for changes in staff
- Training of new staff based on team requirements
- Assist with IRG projects, as required
What You Will Bring:
- Financial Knowledge: MBA (finance), CFA, B.Com or B.A (Economics)
- Industry Knowledge: Experience in the finance/investment management industry would be a definite asset.
- Attention to Detail: Aptitude to understand the big picture but still be very detail oriented.
- Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
- Curiosity for Learning: Interest in learning about different aspects of the investment business.
- Collaborative Communication: You have a collaborative spirit that helps you work well with others, and you communicate effectively.
- Technical Skills: Proficient in MS Office applications (Word, Excel, and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.
- Training Skills: Experience in training and/or coaching personnel is a definite asset.
- Investment Operations Experience: 5–6 years of hands-on experience in investment operations such as portfolio reconciliation, trade support processes, or corporate action processing.
- Training Experience in Operations: Prior experience providing formal or informal training within an investment operations environment will be given preference.
- Arcesium Experience (Preferred): Experience working with Arcesium or Arcesium-based tools commonly used in investment operations will be considered an added advantage.
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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.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.