Posted 1mo ago•Gurugram, Haryana, India
Senior Analyst, Institutional Portfolio Operations
SeniorOn-site (Gurugram)Salary undisclosed
Job Description
When you join the Institutional Portfolio Operations (IPO) team as a Senior 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 Senior 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 Senior Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:
When you join the Institutional Portfolio Operations (IPO) team as a Senior 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 Senior 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 Senior Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:
- Own and perform complex reconciliations across cash, transactions, holdings, futures, derivatives, dividends, soft dollars, units, and alternative investments, ensuring accuracy, timeliness, and strong control standards.
- Lead investigation and resolution of complex reconciliation discrepancies, partnering proactively with custodians, prime brokers, portfolio managers, and key stakeholders across
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