06 Nov
|
Connor, Clark & Lunn Financial Group
|
Canada
06 Nov
Connor, Clark & Lunn Financial Group
Canada
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 restrictionsManage intake, interpretation, approval, coding, testing, and review workflowsGather requirements and evaluate potential technology solutionsCoordinate testing, implementation,
and change management activitiesSupport strategic initiatives across Portfolio Compliance and Operations RiskRequirements:
Five-plus years in asset management or related disciplinesUnderstanding of investment management processes and restriction lifecyclesExperience with business transformation, automation, or process improvementAbility to translate business needs into actionable requirementsProfessional designations such as CFA or PMP are assetsBring investment governance knowledge, workflow expertise, and practical stakeholder leadership to Connor, Clark & Lunn Financial Group.
📌 Investment Restrictions Governance Manager (Canada)
🏢 Connor, Clark & Lunn Financial Group
📍 Canada