Analyst, Institutional Portfolio Operations

💰 ₹18,000 - ₹28,800 (Est.) 📍 Gurgaon ⏰ Part Time

Job Description

T
Telecommunications TALENT IT SOLUTIONS


Manager Finance & Sales
Telecommunications TALENT IT SOLUTIONS • Gurugram, Haryana • via Talents Jobs
12 hours ago
₹20K–₹80K a year
Part-time
No Degree Mentioned
Apply on Talents Jobs
Job description
Job opening for Manager Finance & Sales at TALENT IT SOLUTIONS in Gurgaon. Requires 0 - 8 years of experience and qualification: Bachelor Degree. Apply now to join this opportunity.
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Connor, Clark & Lunn Financial Group (CC&L)


Analyst, Institutional Portfolio Operations
Connor, Clark & Lunn Financial Group (CC&L) • Gurugram, Haryana • via LinkedIn
24 hours ago
Full–time
Apply on LinkedIn
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Job description
Connor, Clark & Lunn Financial Group Ltd.

Gurugram, India

When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.

The Institutional Portfolio Operations Analyst is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this introductory role, you will experience the inter-workings of the asset management world and will have the opportunity to advance your skills for future growth and development within Connor, Clark & Lunn (CC&L).

What You Will Do

The Institutional Portfolio Operations Analyst serves as the key provider of accurate investment portfolio data to the entire CC&L family. In this role, you will:
• Reconcile various items, including but not limited to: cash, transactions, holdings, futures, various 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.
• Communicate with our custodians and prime brokers to set up daily delivery of external files for reconciliation purposes and to resolve data-related issues.
• Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.

What You Will Bring
• Investment Knowledge: You have an undergraduate degree in Finance, Business Administration or related field and a genuine interest for the investment industry with a minimum of 3 years of experience in an institutional investment firm, bank or trust company focusing on investment operations and reconciliations.
• Collaborative Communication: You can articulate yourself clearly through both verbal and written mediums and work well with others to resolve complex issues.
• Inquisitive Mind: You have the ability to think rationally and solve problems effectively. Demonstrated experience in process improvement initiatives, developing and automating process is beneficial.
• Critical Thinking: You have a proven ability to problem solve in situations with less than complete information. You demonstrate strong analytical skills with the ability to analyze and diagnose further develop solutions.
• Curiosity: You have a thirst for knowledge and lifelong learning. You learn quickly and take responsibility for own learning and development.
• Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
• Positive Attitude: You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go-getter”.

About Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. 

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage Over USD$131 billion client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. 

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

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, ****** orientation or expression, disability, or age. 

To apply for this position, please submit your resume and cover letter as one PDF.  

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.   

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💡 Quick Summary

Seeking a career-building opportunity? The Analyst, Institutional Portfolio Operations position is now open for candidates interested in the Finance sector. This role in Gurgaon offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.

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The expected salary for Analyst, Institutional Portfolio Operations in Gurgaon is ₹18,000 - ₹28,800 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Analyst, Institutional Portfolio Operations is an on-site position based in Gurgaon. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Analyst, Institutional Portfolio Operations. Previous experience in Finance is a plus. Freshers may also apply depending on the employer's requirements.
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