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 chance to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L;).

What You Will Do

The Institutional Portfolio Operations Senior Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L; family. In this role, you will:
- 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 CC&L; to identify root causes and implement sustainable solutions.
- Oversee and safeguard the flow of critical and sensitive portfolio information across all CC&L; 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

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