Senior Analyst, Training & Documentation

Crestpoint Real Estate Investments

Job Location:

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Analyst Training and Documentation
Connor Clark & Lunn Financial Group Ltd.
Gurugram India

Connor Clark & Lunn Financial Group (CC&LFG) is looking for a Training and Documentation Senior Analyst in Gurugram. The ideal candidate is a highly detailed-oriented problem-solver and sees learning new skills and being a team player as both enjoyable and necessary for a high performing team. You will be working with various teams within our department to facilitate their staff onboarding and training and as a result will have detailed exposure to many aspects in several areas related to investment back-office operations (including reconciliation client reporting corporate actions etc)

The Training and Documentation team is an independent group within the Investment Resource Group (IRG) that performs several essential services. They include:

Ensuring that new staff are onboarded successfully by providing initial hands-on training which can last from one day to several weeks
Ensuring that the IRGs procedure documentation is kept current
Coordinating staff movements within IRG
Maintenance of our Certificate of Authorized Signatories list
Working on various projects

We place a high value on our team spirit camaraderie and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment.

What You Will Do

Onboarding and providing application overviews of new employees into the department across all offices
Ensure that new employees have access to the appropriate software systems used by pre-testing before the employee joins the department
Maintain the staff onboarding checklist and coordinate staff movements (onboarding off-boarding internal movements) within the department
Responsible for the maintenance of the IRGs documentation model. This includes:
Working with the IRG Senior Managers Managers and Staff to determine which processes need to be documented
Assisting the Staff with formatting language and structure of the documents
Creating and reviewing documentation process workflow diagrams
Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
Maintain and update our Certificate of Authorized Signatories list for changes in staff
Training of new staff based on team requirements
Assist with IRG projects as required

What You Will Bring

Financial Knowledge: MBA (finance) CFA or B.A (Economics)
Industry Knowledge: Experience in the finance/investment management industry would be a definite asset.
Attention to Detail: Aptitude to understand the big picture but still be very detail oriented.
Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure dealing with changes and interruptions while maintaining strict deadlines.
Curiosity for Learning: Interest in learning about different aspects of the investment business.
Collaborative Communication: You have a collaborative spirit that helps you work well with others and you communicate effectively.
Technical Skills: Proficient in MS Office applications (Word Excel and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.
Training Skills: Experience in training and/or coaching personnel is a definite asset.
Investment Operations Experience: 56 years of hands-on experience in investment operations such as portfolio reconciliation trade support processes or corporate action processing.
Training Experience in Operations: Prior experience providing formal or informal training within an investment operations environment will be given preference.
Arcesium Experience (Preferred): Experience working with Arcesium or Arcesium-based tools commonly used in investment operations will be considered an added advantage.

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 manageOverUSD$131 billionclient 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 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 telephone calls or recruitment agencies will be accepted.

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Required Experience:

Senior IC

Senior Analyst Training and DocumentationConnor Clark & Lunn Financial Group Ltd.Gurugram IndiaConnor Clark & Lunn Financial Group (CC&LFG) is looking for a Training and Documentation Senior Analyst in Gurugram. The ideal candidate is a highly detailed-oriented problem-solver and sees learning new s...

The Training and Documentation team is an independent group within the Investment Resource Group (IRG) that performs several essential services. They include:

Ensuring that new staff are onboarded successfully by providing initial hands-on training which can last from one day to several weeks
Ensuring that the IRGs procedure documentation is kept current
Coordinating staff movements within IRG
Maintenance of our Certificate of Authorized Signatories list
Working on various projects

Onboarding and providing application overviews of new employees into the department across all offices
Ensure that new employees have access to the appropriate software systems used by pre-testing before the employee joins the department
Maintain the staff onboarding checklist and coordinate staff movements (onboarding off-boarding internal movements) within the department
Responsible for the maintenance of the IRGs documentation model. This includes:
Working with the IRG Senior Managers Managers and Staff to determine which processes need to be documented
Assisting the Staff with formatting language and structure of the documents
Creating and reviewing documentation process workflow diagrams
Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
Maintain and update our Certificate of Authorized Signatories list for changes in staff
Training of new staff based on team requirements
Assist with IRG projects as required

What You Will Bring

Financial Knowledge: MBA (finance) CFA or B.A (Economics)
Industry Knowledge: Experience in the finance/investment management industry would be a definite asset.
Attention to Detail: Aptitude to understand the big picture but still be very detail oriented.
Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure dealing with changes and interruptions while maintaining strict deadlines.
Curiosity for Learning: Interest in learning about different aspects of the investment business.
Collaborative Communication: You have a collaborative spirit that helps you work well with others and you communicate effectively.
Technical Skills: Proficient in MS Office applications (Word Excel and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.
Training Skills: Experience in training and/or coaching personnel is a definite asset.
Investment Operations Experience: 56 years of hands-on experience in investment operations such as portfolio reconciliation trade support processes or corporate action processing.
Training Experience in Operations: Prior experience providing formal or informal training within an investment operations environment will be given preference.
Arcesium Experience (Preferred): Experience working with Arcesium or Arcesium-based tools commonly used in investment operations will be considered an added advantage.