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 solid 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