- About the Role
- Application Form
- About Connor, Clark & Lunn F…

We are looking for a Retail Portfolio Operations Analyst to join our Gurugram-based Investment Resource Group. You will be working in a rapid-paced, collaborative, and entrepreneurial environment. The ideal candidate is a problem-solver, can identify process improvements, analyze data, and see learning new skills and being a team player as both enjoyable and necessary for a high performing team. This is an excellent opportunity for someone to take the next step with their career in the investment industry.

The Retail Portfolio

Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge together.

What You Will Do

- Maintaining and reconciling client portfolio and fund data. Including client cash, holdings and units. Plus, fund level cash flows and performance.
- Working with external custodians, fund administrators as well as various areas within CC&L; Business and Investment teams.
- Responding to ad hoc client portfolio queries from custodians and front office.
- Producing monthly, quarterly and annual client reports for High-Net-Worth clients.
- Providing support to other teams on performance inquiries related to transactional data.
- Trading pooled funds and monitoring of High-Net-Worth clients using our Custom Trade Order Management system.
- Coordinating account transfers between various custodians.
- Maintenance of client fee and holdings data in order to generate invoices and collect fees owed to CCL and relevant business partners.
- Assisting with various process enhancement projects for CC&L; Private Capital Ltd & CC&L; Funds Inc.

What You Bring

- Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset. Strong computer skills with advanced knowledge of MS Excel. Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).

- Able to continually ensure high quality output along with identifying areas for investigation.
- Proven ability to think logically and solve problems effectively. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
- The desire to learn processes and improve operational efficiencies.
- You have a collaborative spirit that helps you work well with others, and you communicate effectively.
- At least two years of related work experience, in an investment firm, bank or trust company is an asset.

Apply Now

Thank you for applying.

Your application has been received - we appreciate the time and effort you put into submitting your application.

Our Talent

Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we’re looking for in this role. In the meantime,



feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Financial Group!

- Working at CC&L; | CC&L; Financial Group Ltd. Warm Regards, The Talent Acquisition Team

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Acknowledgement of Privacy Policy

I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L; processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy.

Review and acknowledge how we handle your data The CC&L; Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing.

In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract,



where you have accepted a job offer and we need to take steps prior to entering into a contract of employment. We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law.

Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law. Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws. You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format.

You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances. If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance.

You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at https://cclfg.cclgroup.com/privacy-confidentiality

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What is your current location? At CC&L; Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L; Financial Group and our multi-boutique family of affiliate firms collectively manage over $222 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

It’s a place where you can grow your skills and contribute to our business.

Learn more by exploring our website: www.cclgroup.com

📌 Analyst, Retail Portfolio Operations (Gurugram)
🏢 FortWood Capital
📍 Gurugram