Intern, Institutional Portfolio Operations
Intern, Institutional Portfolio Operations
Posted on :
14-06-2025
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1 Vacancy
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Job Description
Intern Institutional Portfolio Operations
Connor Clark & Lunn Financial Group
Gurugram India
Duration:6 months (Contract Basis)
Job Summary:
We are seeking a motivated and detail-oriented Intern for our Institutional Portfolio Operations team. This internship offers a great opportunity to gain hands-on experience in asset management operations specifically focusing on portfolio reconciliation fee calculation AUM reporting and corporate action.
Key Responsibilities:
- Assist in daily portfolio reconciliation tasks.
- Ensure accuracy and completeness of data.
- Identify and resolve discrepancies in portfolio data.
- Collaborate with team members to improve reconciliation processes.
- Prepare reports and documentation as required.
- Calculate management and performance fees.
- Fund reporting such as AUM (Asset Under Management) reporting.
Requirements:
- MBA or in Finance/Accounting.
- Freshers or candidates with up to 1 year of industry experience.
- Good knowledge of the securities market.
- Proficiency in Microsoft Excel.
- Familiarity with Power BI is preferred but not mandatory.
- Strong analytical and problem-solving skills.
- Excellent attention to detail.
- Good communication and interpersonal skills.
Preferred Skills:
- Basic understanding of financial instruments and markets.
- Ability to work independently and as part of a team.
- Eagerness to learn and adapt to new challenges.
- Time management skills and ability to meet deadlines.
About Connor Clark & Lunn Financial Group
At Connor Clark & Lunn 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 $139 billion in 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 .
CC&L 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.
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Required Experience:
Intern
Employment Type
Intern
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