04 Nov
|
Connor, Clark & Lunn Financial Group
|
Toronto
04 Nov
Connor, Clark & Lunn Financial Group
Toronto
Shape investment restrictions governance at Connor, Clark & Lunn Financial Group through transparent 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