Shape investment restrictions governance at Connor, Clark & Lunn Financial Group through clear 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

Qualified 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 (Winnipeg)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Winnipeg