Jobs at Connor, Clark & Lunn Financial Group Ltd.

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.

The Receptionist manages front-desk operations, including calls, visitors, mail, couriers, meeting room calendars, catering, access cards, office supplies, expenses, and general administrative tasks. The role also assists with social event planning, resolves scheduling conflicts, and supports the Office Manager. Strong communication, organization, attention to detail, customer service, and Microsoft Office skills are required in a busy, full-time office environment.

Supports investment analytics discovery, methodology research, scalable performance and risk analytics, data visualization, business intelligence, workflow improvement, data pipeline development, and AI applications. The intern collaborates with project leads to modernize analytics platforms and improve investment decision-making. Candidates should be pursuing a quantitative degree and demonstrate foundational data skills, analytical problem-solving, collaboration, and interest in asset management and technology.

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.

Manage a distributed Performance Attribution Solutions team delivering investment performance, attribution, and analytics insights. Lead talent development, workflows, operational risk reduction, data quality assurance, platform rollouts, and continuous process improvements. Partner with investment, operations, sales, marketing, compliance, and technology stakeholders. Oversee institutional-grade analytics distribution and visualization tools while ensuring accurate, timely, and actionable data for internal and external users.

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.

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

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.

Supports institutional investment portfolio operations by reconciling cash, transactions, holdings, derivatives, dividends, units, and alternative investments. Investigates discrepancies with custodians, prime brokers, portfolio managers, and internal teams; manages sensitive portfolio data; assists with audits; coordinates external file delivery; and contributes to automation, process improvement, and operational scalability initiatives.

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.

Lead enterprise software quality assurance activities, including manual and automated functional, integration, regression, performance, and non-functional testing. Develop test strategies, plans, cases, and automation; validate data integrity and system behavior; manage defects and quality risks; support releases and UAT; investigate production issues; report quality metrics; and mentor junior QA analysts while collaborating with distributed teams.

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.

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.

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.

Lead the organization’s tax function across corporate, partnership, trust, public-market, and private-market fund structures. Responsibilities include tax compliance, strategic planning, reorganizations, cross-border tax guidance, risk mitigation, legislation monitoring, fund-flow and adjusted-cost-base analysis, withholding-tax calculations, and management of external advisors and government auditors. The role also provides executive counsel and leads a high-performing tax team.

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.

Supports institutional portfolio operations by preparing client management fee invoices, producing assets-under-management reports, responding to data requests, improving operational processes through automation, and securely managing sensitive portfolio information. The role requires investment industry knowledge, strong communication and problem-solving abilities, advanced Excel skills, and experience with financial software, Power BI, VBA, and Smartsheet.

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.

Own the AI solutions intake, prioritization, discovery, specification, UAT feedback, scope control, and stakeholder sign-off process. Serve as the primary liaison for affiliate and financial group stakeholders, maintain portfolio visibility and reporting, and ensure work is build-ready, measurable, risk-aware, and aligned with engineering capacity. The role also manages a future Business Analyst and operates in a regulated financial services environment.