Analyst, Institutional Portfolio Operations (ABC)
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Job Summary
Analyst Institutional Portfolio Operations (ABC)
Connor Clark & Lunn Financial Group Ltd.
Gurugram India
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 Analyst on the Institutional Portfolio Operations team is a critical part of our firm and clients success and is a challenging and rewarding role for the right individual. 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).
Connor Clark & Lunn Financial Group Ltd.
Gurugram India
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 Analyst on the Institutional Portfolio Operations team is a critical part of our firm and clients success and is a challenging and rewarding role for the right individual. 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 Analyst Institutional Portfolio Operations serves as the key provider of accurate investment portfolio data to the entire CC&L family and their this role you will:
- Institutional Billing: Prepare and issue management fee invoices for institutional clients funds and affiliated entities on both a monthly and quarterly basis.
- Assets Under Management (AUM) Reporting: Administrator the AUM reporting process by producing monthly and quarterly reports and supporting data requests from Investment Teams Sales RFP and Senior Management.
- Operational Projects: Contribute to initiatives focused on automation process efficiency and enhancing the scalability of IPOs service offerings.
- Information Management: Communicate critical portfolio details and manage the secure flow of sensitive information across all CC&L affiliates.
What You Will Bring
- Investment Knowledge:You have an undergraduate degree in business administration commerce or a related field and a genuine interest in the investment industry.
- Industry knowledge:A minimum of 2 years of experience in an institutional investment firm bank or trust company where you have acquired operational expertise. Fund accounting experience is considered a strong asset.
- Collaborative 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 problem solve effectively.
- 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 self-motivated ambitious and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a go-getter.
- Technical Skills: Proficient with financial software platforms particularly those used for portfolio accounting and client invoicing with additional experience in Excel VBA Power BI and Smartsheet. Advanced knowledge of Microsoft Excel and strong proficiency in Word Outlook and Adobe applications.
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.
#LI-HYBRID#LI-MP1
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.
#LI-HYBRID#LI-MP1
Required Experience:
IC
Key Skills
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About Company
NS Partners is an investment management firm that specializes in global, developed, and emerging equity market portfolios.
