Senior Analyst, Institutional Portfolio Operations

About this role

Senior Analyst, Institutional Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd.
Gurugram, India

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 CC&L to identify root causes and implement sustainable solutions.

• Oversee and safeguard the flow of critical and sensitive portfolio information across all CC&L affiliates, exercising sound judgment and accountability in data handling and communication.

• Independently manage audit support for assigned portfolios, working closely with auditors to provide accurate, complete, and timely data, while ensuring adherence to internal controls and documentation standards.

• Act as a key operational contact for custodians and prime brokers, overseeing external data feeds, resolving data integrity issues, and ensuring reliable daily delivery of files required for reconciliation and reporting.

• Lead and contribute to operational initiatives focused on automation, efficiency, risk reduction, and scalability of IPO services, leveraging experience to drive continuous improvement and operational excellence.

• Provide guidance and technical support to junior team members, reviewing work as required and contributing to knowledge sharing and team development.

What You Will Bring

• Deep Investment Operations Expertise: You hold an undergraduate degree in Finance, Business Administration, or a related field, with 5+ years of progressive experience in an institutional investment firm, bank, or trust company. You bring strong hands‑on expertise in investment operations and reconciliations across complex asset classes and account structures.

• Advanced Collaborative Communication: You communicate clearly and confidently in both written and verbal formats and are capable of leading discussions with internal stakeholders, custodians, and external counterparties to resolve complex and high‑risk issues.

• Analytical & Process‑Improvement Mindset: You think critically and logically to diagnose issues and identify root causes. You have demonstrated experience leading or driving process improvements, including automation, control enhancement, and scalability initiatives.

• Strong Judgment & Problem Solving: You have a proven ability to analyze incomplete or ambiguous information, exercise sound professional judgment, and develop effective, sustainable solutions in a fast‑paced environment.

• Continuous Learning & Curiosity: You demonstrate a strong commitment to ongoing learning and professional development. You quickly acquire new knowledge, adapt to change, and take ownership of developing deeper subject‑matter expertise.

• Team Leadership & Mentorship: You are a collaborative team member who actively supports, mentors, and guides junior analysts, contributing positively to team performance, knowledge sharing, and culture.

• Ownership & Positive Leadership: You bring a proactive, accountable, and solutions‑oriented mindset. You seek opportunities to improve existing processes, challenge the status quo thoughtfully, and help implement innovative solutions. You act as a role model for professionalism, quality, and reliability.

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For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial…