Senior Analyst, Institutional Portfolio Operations

Connor, Clark Lunn Financial Group Ltd. Gurugram, India

When you join the Institutional Portfolio Operations (IPO) team as a Senior Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.

The Institutional Portfolio Operations Senior Analyst is a critical part of our firm and clients success and is a challenging and rewarding role for the right individual. In this introductory role, you will experience the inter - workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark Lunn (CCL).

What You Will Do

- Own and perform complex reconciliations across cash, transactions, holdings, futures, derivatives, dividends, soft dollars, units, and alternative investments, ensuring accuracy, timeliness, and strong control standards.
- Lead investigation and resolution of complex reconciliation discrepancies, partnering proactively with custodians, prime brokers, portfolio managers, and key stakeholders across CCL to identify root causes and implement sustainable solutions.
- Oversee and safeguard the flow of critical and sensitive portfolio information across all CCL affiliates, exercising sound judgment and accountability in data handling and communication.
- Independently manage audit support for assigned portfolios, working closely with auditors to provide accurate, complete, and timely data,



while ensuring adherence to internal controls and documentation standards.
- Act as a key operational contact for custodians and prime brokers, overseeing external data feeds, resolving data integrity issues, and ensuring reliable daily delivery of files required for reconciliation and reporting.
- Lead and contribute to operational initiatives focused on automation, efficiency, risk reduction, and scalability of IPO services, leveraging experience to drive continuous improvement and operational excellence.
- Provide guidance and technical support to junior team members, reviewing work as required and contributing to knowledge sharing and team development.

What You Will Bring

- Deep Investment Operations Expertise: You hold an undergraduate degree in Finance, Business Administration, or a related field, with 5+ years of progressive experience in an institutional investment firm, bank, or trust company. You bring strong hands on expertise in investment operations and reconciliations across complex asset classes and account structures.
- Advanced Collaborative Communication: You communicate clearly and confidently in both written and verbal formats and are capable of leading discussions with internal stakeholders, custodians,



and external counterparties to resolve complex and high risk issues.
- Analytical Process Improvement Mindset: You think critically and logically to diagnose issues and identify root causes. You have demonstrated experience leading or driving process improvements, including automation, control enhancement, and scalability initiatives.
- Strong Judgment Problem Solving: You have a proven ability to analyze incomplete or ambiguous information, exercise sound professional judgment, and develop effective, sustainable solutions in a fast paced environment.
- Continuous Learning Curiosity: You demonstrate a strong commitment to ongoing learning and professional development. You quickly acquire current knowledge, adapt to change, and take ownership of developing deeper subject matter expertise.
- Team Leadership Mentorship: You are a collaborative team member who actively supports, mentors, and guides junior analysts, contributing positively to team performance, knowledge sharing, and culture.
- Ownership Positive Leadership: You bring a proactive, accountable, and solutions oriented mindset. You seek opportunities to improve existing processes, challenge the status quo thoughtfully, and help implement innovative solutions. You act as a role model for professionalism, quality, and reliability.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Analyst, Institutional Portfolio Operations (Haryana)
🏢 Connor, Clark & Lunn Financial Group
📍 Haryana