Jobs at Connor, Clark & Lunn Financial Group Ltd.

Leads a small platform engineering team supporting investment operations. Responsibilities include setting reliability and deployment standards, designing integrations and data workflows, improving observability, building automation and AIOps capabilities, strengthening production controls, and resolving complex reliability incidents. The manager mentors engineers while remaining hands-on across infrastructure, orchestration, CI/CD, data quality, reconciliation, auditability, and regulated financial technology environments.

Business Analyst supporting investment operations and Information Systems. Partners with trading, portfolio management, compliance, vendors, and technology teams to define CRIMS requirements, configure workflows, document processes, support integrations and testing, and resolve production issues. The role requires knowledge of OEMS, trading lifecycles, portfolio management, compliance, and technical analysis, with SQL and C#.NET familiarity preferred.

Prepares and completes RFPs, RFIs, and DDQs for affiliated investment businesses; drafts and enhances responses; maintains response databases and marketing consistency; produces supporting reports and files; and updates external investment and consultant databases. The role collaborates with subject matter experts, supports business development, improves processes, and requires strong communication, teamwork, financial knowledge, and Microsoft Office skills.

Manage the Performance Attribution Solutions team, overseeing investment analytics, performance attribution, data quality, operational workflows, platform rollouts, and distribution tools. Lead talent development, cross-functional stakeholder relationships, continuous improvement, risk reduction, and project delivery. Partner with investment teams, portfolio managers, operations, sales, marketing, compliance, and technology groups to provide accurate, timely, and actionable analytics for complex global investment products.

Process corporate actions across equity and fixed-income portfolios, from event announcement through reconciliation. Gather information from Bloomberg, investor relations, and custodians; accurately record mergers, dividends, rights issues, spin-offs, redemptions, and security pay-downs in the portfolio accounting system. Communicate with custodians, portfolio managers, and internal teams to investigate and resolve cash and holdings discrepancies.

Onboard and train investment operations staff, maintain procedures and workflow documentation, coordinate onboarding and internal staff movements, manage system and portal access, update authorized signatory records, support audits, and assist with department projects. The role requires strong organizational, communication, problem-solving, documentation, and investment operations skills.

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

Maintains and validates investment data across systems, manages scheduled data processes, delivers data quality signoffs, investigates exceptions, supports portfolio management requests, and improves workflows to increase efficiency, reduce risk, and strengthen data quality. Collaborates with investment teams, operational staff, engineers, and stakeholders on data management activities and projects.

Build and operationalize an investment constraints governance framework within Portfolio Compliance. Develop governance workflows, controls, process documentation, reporting, and automation solutions using Microsoft Power Platform, Power Automate, and Power BI. Partner with compliance, investment, legal, operations, and technology stakeholders to translate requirements into scalable processes, coordinate implementations and testing, improve efficiency, and support strategic operational risk initiatives.

Designs and manages scalable data integration pipelines, governance controls, semantic enrichment, and orchestration systems for enterprise AI and analytics. The role enables LLM, RAG, embedding, and multi-agent workflows; implements security, privacy, compliance, observability, auditability, guardrails, and monitoring for autonomous AI systems. Responsibilities include building connectors and APIs, detecting drift and hallucinations, documenting reusable integration patterns, and collaborating with AI engineers, governance teams, and business stakeholders.

Supports pooled fund trading and segregated client mandates, coordinating with trade desks to execute transactions within tight deadlines. Performs ADL calculations and transaction cost analysis, onboards accounts, products, and counterparties, and manages custodian and broker relationships to ensure timely settlement. Partners with systems and technology teams to automate and improve trade support processes, systems, and data while reducing operational risk.

Supports fixed-income portfolio managers and trade desks with execution, processing, and settlement of debt securities, money market instruments, derivatives, and foreign exchange transactions. Responsibilities include onboarding accounts, products, and counterparties; managing custodian and broker relationships; ensuring timely settlement; improving trade-support processes; maintaining systems and data; and collaborating with technology teams on automation and efficiency improvements.

Maintain and validate performance, attribution, and risk analytics across systems; investigate data-quality exceptions; manage scheduled analytics processes; improve automation, scalability, and governance; identify and mitigate process risks; implement controls; and serve as an analytics expert and escalation point. The role requires strong quantitative problem-solving, communication, independent judgment, and familiarity with Python, SQL, automation platforms, and modern data platforms.

Own the organization’s cloud and identity platform domain across Azure, AWS, Entra ID, Active Directory, hybrid identity, and Microsoft 365. Define target architectures, standards, security controls, guardrails, reusable patterns, and cost-management practices. Guide platform strategy, reliability, scalability, recovery, and consumption models while partnering with business teams, Security, Operations, Architecture, and other platform owners. Provide technical direction to SMEs, resolve complex issues, and communicate roadmaps and constraints to technical and non-technical stakeholders.

Supports institutional portfolio operations by processing client cash instructions, calculating management fees, administering assets-under-management reporting, supporting automation and efficiency projects, and communicating sensitive portfolio information across affiliates. The role provides investment portfolio data to internal teams and institutional clients while developing practical asset management and operational skills.

Lead stakeholder engagement, requirements definition, solution 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 delivery standards. The role focuses on cross-cloud Salesforce implementations in regulated environments, with emphasis on user experience, productivity, adoption, security, maintainability, and measurable business value.

Develop investment analytics that generate actionable insights and improve investment manager effectiveness. Responsibilities include researching analytic methodologies, building proofs of concept, leveraging financial datasets, analyzing performance and risk, productionalizing solutions, resolving complex issues, and applying AI to financial modeling, anomaly detection, and natural-language querying. The role collaborates with investment managers, senior leadership, and platform teams while communicating technical concepts and mitigating process risks.

Leads an Investment Insights team creating financial analytics that improve investment manager effectiveness. Responsibilities include designing and developing analytics, researching methodologies, partnering with investment teams and senior leadership, productionizing solutions, applying AI, resolving complex analytical issues, and managing analysts across Canada and India. The role also shapes team strategy, develops talent, manages risks, and builds stakeholder relationships.

Leads the global Portfolio Compliance function, translating strategy into operational execution and overseeing pre- and post-trade monitoring through Charles River. Manages shareholder disclosure programs using FundApps, strengthens compliance policies and controls, supports investment projects and fund launches, and ensures consistent rule interpretation and governance. Leads and develops a distributed team of managers and staff while partnering with investment, legal, technology, and operations stakeholders to drive continuous improvement.

Supports ESG stewardship and engagement reporting, including annual, client, and ad hoc reports. Prepares RFP, RFI, DDQ, and consultant database responses; maintains stewardship, voting, and reporting records; validates information from internal teams and service providers; researches ESG topics; and collaborates with investment teams and stakeholders to deliver accurate, clear reporting.