Jobs at Connor, Clark & Lunn Financial Group Ltd.

Manage a distributed Performance Attribution Solutions team delivering investment performance, attribution, and analytics insights. Lead talent development, workflows, operational risk reduction, data quality assurance, platform rollouts, and continuous process improvements. Partner with investment, operations, sales, marketing, compliance, and technology stakeholders. Oversee institutional-grade analytics distribution and visualization tools while ensuring accurate, timely, and actionable data for internal and external users.

Leads enterprise platform engineering, reliability, observability, control-plane architecture, release governance, automation, and integration reliability. Establishes SRE standards, CI/CD and infrastructure patterns, telemetry strategies, change controls, workflow orchestration, and operational metrics. Partners across infrastructure, security, data, service desk, platform teams, and vendors to improve stability, incident recovery, deployment predictability, compliance, and engineering efficiency.

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.

Lead the organization’s tax function across corporate, partnership, trust, public-market, and private-market fund structures. Responsibilities include tax compliance, strategic planning, reorganizations, cross-border tax guidance, risk mitigation, legislation monitoring, fund-flow and adjusted-cost-base analysis, withholding-tax calculations, and management of external advisors and government auditors. The role also provides executive counsel and leads a high-performing tax team.

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.

Own the AI solutions intake, prioritization, discovery, specification, UAT feedback, scope control, and stakeholder sign-off process. Serve as the primary liaison for affiliate and financial group stakeholders, maintain portfolio visibility and reporting, and ensure work is build-ready, measurable, risk-aware, and aligned with engineering capacity. The role also manages a future Business Analyst and operates in a regulated financial services environment.

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.

Taxation Intern supporting partnership, trust, and corporate tax returns; financial reconciliations; quarterly tax provisions; tax payments; audits; tax research; and Excel-based calculations, models, and working papers. The role provides hands-on exposure to Canadian taxation, accounting, investments, and corporate operations while helping improve tax processes and meet filing deadlines.

Prepare and complete RFPs, RFIs, and DDQs for affiliated investment firms; draft and enhance proposal responses; maintain response databases and marketing-material consistency; support RFP reports and files; and update external investment and consultant databases. The role collaborates with subject matter experts across business areas and supports new-business efforts in a fast-paced institutional investment environment.

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.

Leads the global Portfolio Compliance function, translating strategy into operations, overseeing pre- and post-trade monitoring through Charles River CRIMS, and managing shareholder disclosure programs through FundApps. The role directs compliance policies, controls, rule coding, reporting, projects, and continuous improvement across affiliates. It also manages three managers and ten staff across multiple locations, including coaching, performance management, talent planning, and stakeholder collaboration across investment management, legal, technology, and operations teams.

Lead stakeholder engagement, requirements definition, architecture, configuration, proof-of-concepts, and delivery of scalable Salesforce solutions. Translate business needs into implementation-ready designs, guide Agile execution, resolve complex solution and data issues, and establish Salesforce delivery standards. The role focuses on improving user experience, productivity, adoption, and business value within a regulated asset management environment.

Performs investment performance calculations, attribution analysis, portfolio risk reporting, and analytics across public and private asset classes. Supports sales, marketing, RFPs, and DDQs; researches and maintains measurement methodologies; manages stakeholder relationships; troubleshoots analytical issues; improves processes; and establishes reporting for new products. Requires strong communication, analytical problem-solving, advanced Excel and Power BI skills, and investment management experience.

Maintain and validate equity, fixed-income, derivative, valuation, benchmarking, and securities data across investment systems. Manage scheduled data processes, deliver data-quality signoffs, investigate exceptions, resolve issues, and support investment teams with ad hoc analysis. Identify workflow improvements that improve efficiency, mitigate risk, and enhance service levels. Collaborate with operational and engineering teams while managing multiple projects and stakeholder requests.

Supports investment operations technology by gathering CRIMS requirements, designing workflows and configurations, documenting business processes, coordinating integrations and vendors, and conducting testing. Provides production support, issue triage, root-cause analysis, and release validation for trading, portfolio management, and compliance processes. Partners with traders, portfolio managers, compliance teams, technical teams, and global stakeholders.

Build and operate production-ready AI assistants, agents, and workflow automations. Responsibilities include developing RAG pipelines, retrieval and indexing strategies, prompt engineering, tool integrations, testing, documentation, deployment through MLOps pipelines, monitoring, rollback readiness, and collaboration with data engineering and business teams in a regulated financial services environment.

Supports fixed income portfolio managers and trade desks with execution, processing, settlement, and onboarding of debt securities, money market instruments, derivatives, and foreign exchange transactions. Manages custodian and broker relationships, improves trade support processes, and partners with technology teams on automation. The role operates in a hybrid global trade operations environment serving pooled funds and segregated client mandates.

Designs and implements scalable Salesforce solutions by translating business requirements into technical approaches. Responsibilities include Salesforce configuration, automation, Apex, LWC, integrations, third-party applications, testing, peer reviews, DevOps deployments, production support, and continuous optimization. The role partners with business and technology stakeholders, leads solution design, manages risks and dependencies, and promotes implementation standards and reusable frameworks.