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

When you join the Institutional Portfolio Operations (IPO) team as a 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 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 (CC&L;).

What You Will Do The Institutional Portfolio Operations Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L; family. In this role, you will:

- Reconcile various items, including but not limited to: cash, transactions, holdings, futures, various derivative products, dividends, soft dollars, units, and alternative investments.
- Communicate with custodians, prime brokers, portfolio managers, and key personnel across CC&L; to investigate and resolve reconciliation discrepancies.
- Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L; affiliates.
- Work with auditors to assist in providing accurate and timely data for audits of our institutional client accounts.
- Communicate with our custodians and prime brokers to set up daily delivery of external files for reconciliation purposes and to resolve data-related issues.
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.

What You Will Bring

- Investment Knowledge: You have an undergraduate degree in Finance, Business Administration or related field and a genuine interest for the investment industry with a minimum of 3 years of experience in an institutional investment firm, bank or trust company focusing on investment operations and reconciliations.
- Cooperative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
- Inquisitive Mind: You have the ability to think rationally and solve problems effectively. Demonstrated experience in process improvement initiatives, developing and automating process is beneficial.
- Critical Thinking: You have a proven ability to problem solve in situations with less than complete information. You demonstrate strong analytical skills with the ability to analyze and diagnose further develop solutions.
- Curiosity: You have a thirst for knowledge and lifelong learning. You learn quickly and take responsibility for own learning and development.

- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
- Positive Attitude: You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter”.

About Connor, Clark & Lunn Financial Group 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 USD$131 billion client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L; Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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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Have you applied to any roles at Connor, Clark & Lunn Financial Group or any associated affiliates in the past 6 months?

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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, Institutional Portfolio Operations (Gurugram)
🏢 FortWood Capital
📍 Gurugram