CC&L
Bhavik C. has a diverse work experience spanning multiple industries. Bhavik currently holds the position of Analyst, Institutional Portfolio Operations at Connor, Clark & Lunn Financial Group (CC&L), a role they have been in since January 2021. Prior to this, they served as a Specialist, Institutional Portfolio Operations at the same company from February 2019 to January 2021.
Before joining CC&L, Bhavik worked as a Trust Administrator, Bare Trust at Canadian Western Trust from August 2018 to February 2019. Preceding that, they gained extensive experience in the retail sector, working as a Cashier, Grocery at Choices Markets from August 2013 to August 2018.
In 2017, Bhavik had a short-term role in the Accounting department at the Canadian Cancer Society from September to December. Additionally, they gained experience in accounting and operations as part of a team at the Beedie School of Business at Simon Fraser University from September to December 2016. During this time, they successfully launched a new product, achieved a profit margin in the top 90th percentile of their class, and managed the budget effectively.
Earlier in their career, Bhavik worked as a Timekeeper & Statistics Recorder for the Kings Basketball League from May 2012 to December 2013. Bhavik also held positions as a Merchandiser at Shoppers Drug Mart from November 2011 to February 2012, an Inventory Clerk at Westen International Service from September 2010 to June 2011, and a Camera Operator at Shaw Communications in April and May 2011.
Overall, Bhavik has demonstrated a strong work ethic and versatility in various roles within finance, retail, and other industries.
Bhavik C. completed their high school education at Cariboo Hill Secondary from 2006 to 2011. Bhavik then attended Burnaby North Secondary for a year from 2010 to 2011, focusing on Broadcast Journalism. After completing high school, Bhavik pursued a Bachelor's degree in Finance and MIS from the Beedie School of Business at Simon Fraser University, where they studied from 2014 to 2018.
In terms of certifications, Bhavik obtained the Bloomberg Markets Concepts certification from Bloomberg LP in June 2018. Bhavik is also a Level II Candidate for the CFA Institute, but the start and end years of their candidacy are not provided, assuming they are currently working towards this certification. Additionally, Bhavik has a CFA Level I Badge from the CFA Institute, although specific details such as the obtained month and year are not mentioned.
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CC&L
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CC&L Financial Group provides services to institutions, individuals, and financial advisors. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for their clients, partners, and employees.