13 Sep
|
Connor, Clark u0026 Lunn Financial Group
|
Toronto
13 Sep
Connor, Clark u0026 Lunn Financial Group
Toronto
Join CC&L; Financial Group as a Constraints Governance Manager to develop and enhance investment governance processes. This hybrid role focuses on optimizing workflows and controls to support investment restrictions. In this managerial position, you will operationalize the Constraints Governance Framework within the Portfolio Compliance team.
Your expertise in investment operations and process improvement is vital, as you’ll collaborate with various business stakeholders to implement effective governance practices. You'll leverage technologies to streamline processes, ensuring both compliance and operational excellence. Key Responsibilities:
- Build and execute the investment Constraints Governance Framework
- Partner with teams to define clear governance processes
- Identify process gaps and lead improvements initiatives
- Design automation solutions using Power Automate
- Develop reporting tools with Power BI for KPI visibility Requirements:
- 5+ years in asset management or related fields
- Strong process design and operational controls expertise
- Proven experience in leading technology implementations
- Familiarity with Power Platform and BI tools
- Lean Six Sigma or related certifications are assets Utilize your analytical skills and governance knowledge to drive efficiency and consistency at CC&L; Financial Group.
📌 Constraints Governance Manager at CC&L FG (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto