Analyst, Institutional Portfolio Operations

Connor, Clark & Lunn Financial Group (CC&L); Gurugram District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) is seeking an Analyst for their Institutional Portfolio Operations team in Gurugram, India. This role involves reconciling complex financial items, working with various stakeholders, and contributing to operational efficiency projects. Ideal candidates will possess an undergraduate degree in Finance or Business Administration, with at least 3 years of experience in investment operations. Strong communication, analytical, and problem-solving skills are essential. CC&L values diversity and is an equal opportunity employer.

Qualifications

• At least 3 years of experience in investment operations and reconciliations.
• Ability to communicate clearly both verbally and in writing.
• Experience with process improvement initiatives and automation.

Responsibilities

• Reconcile cash, transactions, and alternative investments.
• Communicate with custodians and portfolio managers to resolve discrepancies.
• Assist in audits by providing accurate data.

Skills

Collaborative communication

Analytical skills

Critical thinking

Problem-solving

Curiosity

Education

Undergraduate degree in Finance or Business Administration

Job description

When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you join a tight‑knit, energetic, and social group of individuals who directly impact the investment success of institutional clients, including pension funds, foundations, endowments, First Nations, and others. The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success, offering a challenging and rewarding role that provides exposure to the inner workings of the asset‑management world.

What You Will Do

• Reconcile various items, including cash, transactions, holdings, futures, derivative products, dividends, soft dollars, units, and alternative investments.
• Communicate with custodians, prime brokers, portfolio managers, and key personnel across CC&L to investigate and resolve reconciliation discrepancies.
• Communicate critical portfolio information and oversee the flow of sensitive information for all CC&L affiliates.
• Work with auditors to assist in providing accurate and timely data for audits of our institutional client accounts.
• Coordinate with custodians and prime brokers to set up daily delivery of external files for reconciliation purposes and resolve data‑related issues.
• Participate in operational projects focused on automation, efficiency, and scalability of IPO services.

What You Will Bring

• Undergraduate degree in Finance, Business Administration, or a related field, with a genuine interest in the investment industry and at least 3 years of experience in an institutional investment firm, bank, or trust company focusing on investment operations and reconciliations.
• Strong collaborative communication skills, able to articulate clearly in both verbal and written form and work well with others to resolve complex issues.
• Inquisitive mind, capable of thinking rationally and solving problems effectively, with demonstrated experience in process‑improvement initiatives, development, and automation.
• Critical thinking ability, proven at problem solving in situations with incomplete information, strong analytical skills, and the ability to diagnose and develop solutions.
• Curiosity and a thirst for knowledge, learning quickly and taking responsibility for own learning and development.
• Team player committed to supporting a high‑standard team, with a positive, ambitious, and enthusiastic attitude and a “go‑getter” mindset.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.