Use Power Automate, Power BI, and Microsoft Power Platform to improve constraints governance within CC&L; FG’s Portfolio Compliance team. Strengthen operational visibility.

As Manager, Constraints Governance & Process Engineering, you will design automation and reporting solutions supporting investment restriction controls. You will identify manual activities, develop business requirements, and work with technology teams on enhancements. Your work will support metrics, capacity management, and data-driven decisions.

Key Responsibilities:

- Design workflow and automation solutions using Power Automate
- Implement reporting with Power BI and Microsoft Power Platform
- Expose operational metrics and Constraints Governance activities
- Improve processes, controls, workflows,



and supporting technology
- Coordinate technology testing and process implementation

Requirements:

- Five-plus years in asset management or related experience
- Experience designing workflow or automation solutions
- Experience developing Power BI reports, dashboards, or visualizations
- Robust problem-solving and continuous improvement capabilities
- Charles River or AI-enabled tools experience is an asset

Combine Power Platform delivery, reporting expertise, and process improvement skills to advance constraints governance and operational controls at CC&L; FG.

📌 Power Platform Compliance Process Manager (Toronto)
🏢 Connor, Clark & Lunn Financial Group
📍 Toronto