Jobs at Connor, Clark & Lunn Financial Group Ltd.

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.

Manage institutional client onboarding and account restructures across Canadian, U.S., and global clients. Coordinate with clients, custodians, consultants, investment managers, sales, compliance, and operations teams; analyze operational requirements and risks; manage KYC applications; and maintain transition plans, tools, and documentation. The role requires investment operations or client-facing experience, strong communication, analytical problem-solving, stakeholder management, and attention to detail.

Supports investment analytics discovery, methodology research, data visualization, business intelligence, workflow improvements, data pipeline development, and AI applications. The intern will help modernize the analytics platform and develop scalable performance, attribution, risk, exposure, and modeling solutions while collaborating with project leads and investment affiliates.

Build Python-based analytical tools, data pipelines, portfolio models, optimization tools, and risk analytics for institutional investment solutions. Support strategic asset allocation, portfolio construction, capital market assumptions, asset-liability analysis, fixed income solutions, and customized client portfolios. Collaborate with investment teams and prepare quantitative materials for governance, client discussions, consultants, searches, and RFPs.

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.

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.