Specialist, Investment Data Management

Connor, Clark & Lunn Financial Group (CC&L); Gurugram District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) in Gurugram District is seeking a Specialist in Investment Data Management. This role is critical for maintaining high-quality investment data across various global security types and involves collaboration with numerous teams to resolve data issues and implement improvements. The ideal candidate will possess a degree in Finance, Mathematics, or a related field and 1-3 years of experience in the investment management industry, ideally with exposure to tools like Bloomberg and Charles River.

Qualifications

• 1-3 years of experience in investment management industry with securities data.
• Hands-on experience with financial tools/platforms is an asset.
• Enrollment or completion of CFA or FRM is preferred.

Responsibilities

• Create, manage, and maintain high-quality investment data.
• Resolve data issues and support continuous improvement.
• Collaborate with global investment teams on data processes.
• Validate fixed-income, equity, and derivatives reference data.

Skills

Analytical mindset

Collaborative spirit

Intermediate Excel skills

Basic SQL knowledge

Problem-solving abilities

Education

Degree in Finance, Mathematics, Computer Science, or related field

Tools

Bloomberg

FTSE

ICE Bond Edge

Charles River

Job description

We are looking for a Specialist, Investment Data Management to join our Investment Data & Analytics team. This is a fantastic opportunity to be part of a dynamic strategic team whose scope and importance continue to grow. The IDA Department, within CCLFG’s Investment Operations Group, supports industry standards and customized analytics in addition to data. We support pre‑trade analysis, modelling, trading, compliance, as well as post‑trade performance, attribution, client reporting, sales reporting, and custom analytics. The Investment Data Management (IDM) Team, part of the Investment Data and Analytics (IDA) group, resides within the middle office and is responsible for managing data‑centric processes and data quality that supports the investment management business. The team ensures that daily and historical data is accurate, data delivery processes are successful, and comply with overall data governance. IDM is a key thought‑leader in driving data management maturity at Connor, Clark & Lunn Financial Group (CCLFG). CCLFG manages a wide range of global assets and heavily relies on the output of the IDM for a variety of functions from the front office to back office. We place a high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are a solution‑orientated and collaborative team seeking like‑minded individuals who thrive in a challenging and dynamic environment.

Work Timings

AM Shift (6:30 AM – 3:30 PM) or PM Shift (1:30 PM – 10:30 PM)

What You Will Do

• Work at the intersection of business operations and systems technology to create, manage, and maintain high‑quality investment data across a wide range of global security types.
• Own and oversee data processes, proactively investigating and resolving data issues while supporting continuous process improvement and ad‑hoc problem solving.
• Act as a process owner collaborating with global investment managers, traders, portfolio managers, compliance, technology, and middle‑/back‑office teams.
• Leverage strong analytical skills and attention to detail to work with databases and business applications, write business requirements, and support testing and implementation of system enhancement.
• Maintain and validate fixed‑income, equity and derivatives reference and pricing data across multiple systems and databases with a high level of accuracy and attention to detail.
• Prioritize, monitor, and manage scheduled processes, ad‑hoc requests, and projects in collaboration with multiple business partners to support analytic, investing, and portfolio management functions.
• Provide key pre‑modeling data signoffs for investment affiliates.
• Analyze exception reports and follow‑up to ensure timely resolution.
• Identify, develop, and implement scalable improvements to support ever‑changing requirements.
• Support process improvements to increase efficiency, mitigate risk, and increase the level of service provided to stakeholders.
• Support continuous data quality improvements (policy, procedures, processes, audits).
• Support the Seniors and Manager on a variety of ad‑hoc tasks and digital transformation projects.

What You Bring

• Education – You have a degree in Finance, Mathematics, Computer Science, or a related field. Completion or enrollment in a relevant designation, such as the CFA or FRM, is an asset.
• Industry Knowledge – 1–3 years of experience in the investment management industry with exposure to securities data, data quality and process management. Hands‑on experience working with Bloomberg, FTSE, ICE Bond Edge, Charles River and related financial tools, platforms is an asset.
• Problem Solver – You possess an analytical mindset and are able to break down complex processes into components to logically deduce the root cause of issues.
• Collaborative – You have a collaborative spirit that helps you to work well with others and you communicate effectively.
• Self‑Motivated – You have a passion for advancing the quality, scale, and efficiency of data processes and can take ownership of multiple processes with keen attention to detail.
• Continuous Process Improvement Mindset – You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects.
• Technical / Database Knowledge – You can perform data analysis using intermediate Excel skills and basic SQL knowledge to query and interpret complex datasets effectively.

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.