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Senior Analyst, Trading & AI Enablement
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Vancouver, CAN
Full Time
Mid
Hybrid
2 weeks ago
Capital MarketsExcelPythonSQLPower QueryPower BI
Free
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About the Role
Connor, Clark & Lunn Private Capital is looking for a Senior Analyst to integrate AI tools within trading and process platforms. You will execute trades, develop decision-support tooling, and prototype automation to improve trading efficiencies.
Key Skills for This Role
Capital MarketsExcelPythonSQLPower QueryPower BI
Responsibilities
- Execute pooled fund trades and asset mix and cash flow trades in accordance with client SIPs
- Support onboarding and restructuring of client mandates
- Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
- Participate in special trading functions such as client Asset Mix shifts, Alternative Investment Capital Calls and Fee trading
- Utilize AI tools to connect operational platforms to improve trading efficiencies, productivity, forecasting and stress testing
- Develop decision support tooling (templates, dashboards) that increases financial operation confidence and consistency
- Prototype and scale automation (Python/SQL/Power Query/Power BI) to reduce manual effort and improve control, repeatability, and auditability
- Partner with Technology and AI enablement stakeholders to ensure solutions align with governance and are secure and scalable
Requirements
- 2+ years’ experience in financial services or risk management, or in a related industry
- Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
- Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
- Experience using AI assisted workflows to accelerate Finance deliverables, and experience deploying or operationalizing ML models
- Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
- Functional/technical expertise, communication, collaboration skills
- Ownership, growth mindset, continuous improvement & innovation
- Planning, judgment & decision making skills
Full Job Posting
Position Overview
- We are looking for a Senior Analyst for an existing vacancy on our Investment team to integrate AI tools within our trading and process platforms.
- The role will combine CC&L Private Capital Trading & Execution practices with strong fundamentals in AI enablement.
- You will provide high impact initiatives that improve trading efficiencies, automate repeatable workflows, forecasting, and elevate decision support.
What You Will Do
- Pooled fund trade execution and oversight.
- Execute asset mix and cash flow trades in accordance with client SIPs.
- Support onboarding and restructuring of client mandates.
- Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities.
- Participate in special trading functions such as client Asset Mix shifts, Alternative Investment Capital Calls and Fee trading.
- Utilize AI tools to connect operational platforms to improve trading efficiencies, productivity, forecasting and stress testing.
- Develop decision support tooling (templates, dashboards) that increases financial operation confidence and consistency.
- Prototype and scale automation (such as Python/SQL/Power Query/Power BI) to reduce manual effort and improve control, repeatability, and auditability.
- Partner with Technology and AI enablement stakeholders to ensure solutions align with governance and are secure and scalable.
What You Bring
- 2+ years’ experience in financial services or risk management, or in a related industry.
- Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.).
- Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications.
- Experience using AI assisted workflows to accelerate Finance deliverables, and experience deploying or operationalizing ML models.
- Experience with Salesforce, Charles River, KDB, would be an asset.
- Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline.
- Functional/technical expertise, communication, collaboration skills.
- Ownership, growth mindset, continuous improvement & innovation.
- Planning, judgment & decision making skills.
Salary Range
- The salary range for this position is $80,000 $110,000.
- In addition, there is an annual performance bonus which contributes to total compensation.
Work Model
- Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.
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