Jobs at Connor, Clark & Lunn Financial Group Ltd.

Supports investment professionals in delivering wealth management services to high-net-worth clients. Responsibilities include managing client requests, coordinating onboarding, preparing meeting materials, handling non-financial changes, executing transactions, coordinating cash settlements, and providing administrative support. The role requires strong client service, financial industry regulatory knowledge, analytical ability, organization, communication, and collaboration skills.

Manages and maintains investment strategy and firm profiles across external consultant databases. Reviews data for accuracy, conducts audits, analyzes screening activity and market trends, and identifies process improvements. Supports RFPs, DDQs, surveys, and consultant questionnaires by validating investment information. Maintains documentation, reporting, and tracking tools while helping standardize and automate database processes.

Provides front-desk and office services support by answering calls, greeting visitors, managing mail and couriers, coordinating meeting rooms and catering, assisting with events, maintaining supplies, issuing access cards, and completing administrative tasks.

Manage full-cycle accounting, financial reporting, tax compliance, treasury support, audits, and debt covenant reporting for infrastructure investment entities. Prepare financial statements under IFRS and ASPE, coordinate tax filings and audits, analyze financial results, liaise with lenders and stakeholders, and improve reporting processes through automation and technology.

Leads the design, development, maintenance, and enhancement of client reporting solutions. Responsibilities include coding report automation, creating report layouts, monitoring performance, managing releases, troubleshooting integrations, supporting operational teams, documenting workflows, conducting quality control, and training stakeholders. The role partners with Information Systems and vendors to improve reporting reliability, scalability, efficiency, and compliance while serving as a subject matter expert across the reporting lifecycle.

Supports the private capital compliance function through regulatory filings, audits, policy updates, compliance checks, client-file reviews, KYC and AML activities, employee attestations, and regulatory reporting. The role also provides compliance guidance, delivers staff training, maintains registrant records, reviews marketing materials, supports systems transitions, and identifies process improvements using automation and AI tools.

Build, configure, test, and maintain automated sales and client documents in Seismic, including presentations, reports, tables, charts, disclosures, and dynamic content. Translate business requirements into scalable templates, business rules, data mappings, and document-generation solutions. Troubleshoot SQL- and JSON-based data sources, validate calculations and formatting, resolve generation issues, and collaborate with data, technology, compliance, marketing, reporting, and investment teams.

Leads global Talent Acquisition strategy, operations, and team development across the organization. Advises senior leaders on workforce planning, sourcing, assessment, and hiring decisions; modernizes recruiting through AI, automation, technology, data, and talent intelligence; strengthens employment branding and candidate experience; and oversees recruiting governance, systems, processes, reporting, and vendor management.

Leads private-markets portfolio operations, including team management, client onboarding, capital activity, reconciliations, NAV validation, reporting, controls, risk remediation, and business continuity. Partners with affiliates, custodians, administrators, technology teams, and internal stakeholders to resolve issues and deliver process improvements. Owns governance, documentation, service-provider relationships, transformation initiatives, automation opportunities, metrics, and operational resilience across a growing investment-management platform.

Coordinate the onboarding, operational setup, launch, and restructuring of investment funds across global markets. Manage relationships with custodians, prime brokers, trading counterparties, and internal stakeholders; oversee KYC/AML, account documentation, legal agreements, and operational requirements. Track transition plans, deliverables, meetings, reporting, and project documentation using Smartsheet, SharePoint, and S&P Global Counterparty Manager while managing multiple priorities and deadlines.

Oversee operations for a global pooled fund platform, including NAVs, expenses, accruals, distributions, regulatory filings, fund launches and restructures. Maintain fund data trackers, prepare reporting and board or audit deliverables, monitor eligibility and tax compliance, coordinate with custodians and administrators, support investor inquiries, and assist with fee modeling, performance analysis, due diligence, and strategic platform initiatives.

Lead large-scale enterprise business transformation initiatives from conception through operational handover. Manage cross-functional project teams, assess opportunities, advise on strategic decisions, coach project leaders, oversee data migration and platform modernization efforts, and ensure business outcomes. The role also requires stakeholder management, conflict facilitation, strategic planning, communication, and adapting project practices to changing organizational needs.

Provides Tier 1 and Tier 2 technical support for local and remote users, troubleshooting devices, applications, connectivity, and Microsoft technologies. Maintains technical documentation and knowledge articles, develops user training materials, coordinates issue resolution, and escalates incidents appropriately. Supports service improvement, operational efficiency, and IS projects while maintaining strong customer service and incident documentation.

Analyzes investment operations processes, identifies automation opportunities, translates business needs into requirements and future-state designs, and develops or supports solutions using Microsoft Power Platform, Fabric, Power BI, Python, and related tools. The role manages testing, documentation, implementation, production support, controls, governance, stakeholder collaboration, and user education while improving efficiency and reducing operational risk.

Leads an Investment Insights team creating analytics that improve investment manager effectiveness. Responsibilities include designing and developing investment analytics, researching methodologies, working with portfolio managers, productionizing solutions, applying AI, resolving complex analytical issues, and managing analysts across Canada and India. The role also shapes strategic priorities, develops team capabilities, mitigates process risks, and communicates technical concepts to varied stakeholders.

Designs and manages scalable data integration pipelines, governance controls, semantic enrichment, and orchestration systems for enterprise AI and analytics. Builds real-time data flows, APIs, connectors, RAG and embedding pipelines, vector database integrations, monitoring, audit trails, and AI guardrails. Partners with engineers, governance teams, and business stakeholders to make enterprise data secure, explainable, reusable, and ready for agentic AI workflows.

Build and operationalize an investment constraints governance framework, including processes, controls, workflows, documentation, and lifecycle oversight. Partner with compliance, front-office, legal, product, operations, and technology teams to translate requirements into scalable solutions. Lead process improvement, automation, reporting, testing, implementation, and change management initiatives using Power Automate, Power BI, and Microsoft Power Platform. Support governance metrics, operational efficiency, risk initiatives, and continuous improvement across Portfolio Compliance.

Maintains and validates performance, attribution, and risk analytics across systems; investigates data-quality exceptions; manages scheduled analytics processes; improves automation and scalability; strengthens analytics governance and controls; identifies and mitigates process risks; and serves as an analytics subject-matter expert and escalation point.

Process and validate institutional investment cash flow instructions, perform reconciliations and quality controls, identify operational risks, and improve automated workflows. The role serves as an operational contact for internal and external stakeholders and supports scalable portfolio operations through data, automation, and cross-functional collaboration.

Provides operational and analytical support for marketing and sales operations. Responsibilities include maintaining CRM and marketing data quality, preparing reports, troubleshooting platforms, documenting processes, coordinating initiatives, optimizing marketing technologies and workflows, and supporting AI-enabled automation and user acceptance testing. The role collaborates with Marketing, Sales, Information Systems, and business stakeholders to improve efficiency and support decision-making.