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CclfgClient Transitions

Analyst, Client Transitions Management

Torontoonsitemid$61K – $92K

via Greenhouse

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About this role

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week. What You Will Do Manage the onboarding of Institutional Canadian, US and global clients…

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1

Skills match

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2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

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4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Toronto. We weight your proximity and willingness to relocate.

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