Shape investment restrictions governance at Connor, Clark & Lunn Financial Group through explicit controls, lifecycle workflows, and stakeholder alignment. Work within Portfolio Compliance.

This Manager role supports a newly established capability focused on investment restriction governance. You will become a subject matter expert in lifecycle processes, workflows, and controls. Partner with business and technology stakeholders to translate requirements into scalable operating practices and system enhancements.

Key Responsibilities:

- Develop standards and governance practices for investment restrictions
- Manage intake, interpretation, approval, coding, testing, and review workflows
- Gather requirements and evaluate potential technology solutions
- Coordinate testing, implementation, and change management activities




- Support strategic initiatives across Portfolio Compliance and Operations Risk

Requirements:

- Five-plus years in asset management or related disciplines
- Understanding of investment management processes and restriction lifecycles
- Experience with business transformation, automation, or process improvement
- Ability to translate business needs into actionable requirements
- Professional designations such as CFA or PMP are assets

Bring investment governance knowledge, workflow expertise, and practical stakeholder leadership to Connor, Clark & Lunn Financial Group.

📌 Investment Restrictions Governance Manager (Toronto)
🏢 Connor, Clark & Lunn Financial Group
📍 Toronto