Work Timings: AM Shift (6:30 AM 3:30 PM) or PM Shift (1:30 PM 10:30 PM)
About the Investment Data and Analytics ( IDA ) Group
The Data Management Team (DMT) 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 complies with overall data governance. The DMT 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 DMT for a variety of functions from the front office to the back. This is a fantastic opportunity to be part of a dynamic strategic team whose scope and importance continues to grow.
The DMT is part of the IDA Department within CCLFG s Investment Operations Group, which in addition to data as mentioned above, supports industry standard and customized analytics. We support pre-trade analysis, modeling, trading, compliance, as well as post-trade performance, attribution, client reporting, sales reporting, and custom analytics.
We place a high value on maintaining an entrepreneurial spirit and creating a culture where each of us have opportunities to succeed. We are a solution orientated and collaborative team seeking likeminded individuals who thrive in a challenging and dynamic environment.
What You ll Be Doing
This role operates in a unique position, working closely with business operations and systems technology. Your work will consist of creating and managing investment data for a variety of global security types, ensuring high quality, and overseeing data processes. In addition to operational responsibilities, there are project and investigative aspects including continuous process improvement and ad-hoc problem solving in both an independent and collaborative setting. You are empowered to thrive as a process owner with both the creativity and responsibility that comes with delegation. You will have the opportunity to work directly with multiple partners including global investment managers, trade operations, portfolio compliance, and information technology.
As a Data Analyst, you will bring your attention-to-detail to oversee data-processes and ensure data-quality across multiple systems. You will be able to isolate and resolve data-issues proactively, or when alerted by other business partners, in a well-organized and responsive fashion. You can expect to develop into a process-owner and subject-matter-expert that provides high-value contributions to the investment process. In this capacity you will be working with a variety of stakeholders including traders, portfolio managers, developers, and numerous middle and back-office teams. You are comfortable working with databases and business applications to investigate and resolve issues as well as write business requirements and test software improvements. You will apply a continuous process improvement mindset to keep evolving systems and processes in line with growing data needs.
Key Responsibilities
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
Proactively seek out and implement process improvements to increase efficiency, mitigate risk, and increase the level of service provided to stakeholders
Define and implement continuous data quality improvements (policy, procedures, processes, audits)
Support the Seniors and Manager on a variety of ad hoc tasks and digital transformation projects.
About You
Education You have a degree in Finance, Mathematics, Computer Science, or a related field. Completion of or enrollment in a relevant designation, such as the CFA or FRM, is an asset
Industry Knowledge 2-4 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 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.
About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group (CCLFG) was founded in 1982 and is a $105 billion multi-boutique asset management firm that provides investment management services to pension plans, foundations, other institutional investors, advisors, and individuals through its affiliate partners. The firm s main offices are in Vancouver, Toronto, Montreal, London and Gurugram where over 700 people work across the investments, distribution, and operations functions. Our investment expertise spans private and public markets and traditional and alternative assets.
CCLFG has 11 investment affiliates, including seven that focus on the management of global publicly traded investments (including equities, fixed income, and absolute return products) and four affiliates that focus on the management of private markets asset classes (including real estate, infrastructure, private equity, and private loans). Additionally, CCLFG has two specialized Canadian retail distribution businesses (targeting high net worth and retail investors), a business unit offering strategic advice to institutional investors and consultants in Canada, a business unit offering multi-asset portfolios to institutional investors, and institutional sales teams located in Canada, the USA, and the UK.
Over the past decade, we have experienced significant growth in global mandates which has been enabled by a more significant sales effort to world-wide clients. Expanding our capabilities into the Asian time zone supports the growth of our firm and enhance our capacity to service our increasingly global clients. Our India office allows us to close operational gaps across time zones when trading global securities from North America and Europe and provide appropriate coverage in relation to operational process requirements.
Our commitment to Corporate Social Responsibility (CSR) supports our culture and includes decisions we make regarding the way that we run our business. We are committed to the health and wellness of the people who work here, environmental sustainability and a high-quality working environment that values diversity and inclusion.
We believe that success in asset management is an outcome of attracting, retaining, and motivating the most talented individuals in our industry. We are delivering the following to achieve this goal:
A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
An Opportunity to Succeed: To do work that has value, and which presents the opportunity for professional growth and development.
Recognition and Reward: To recognize each persons contribution and to align compensation with contribution.
What we Offer:
Compensation A competitive and a tax friendly compensation structure | Hybrid Workplace Model -3 days WFO and 2 days WFH supporting both business and individual s needs | Benefits Health & Accident Insurance Coverage | Employee Transportation | Free Meals | Paid Time-Offs A generous annual, casual, sick, maternity and study leave policy plus 12 public holidays