Analyst, Corporate Actions

Connor Clark & Lunn Financial Group

Gurugram, India

When you join the Institutional Portfolio Operations (IPO) group in the Corporate Actions team, you are joining a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients. The Corporate Actions team is a critical part of our firm and clients’ success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of asset management and will have the opportunity to advance your research, analytical and problem-solving skills for future growth and development within Connor, Clark & Lunn (CC&L).

What You Will Do

The Corporate Actions role serves as the key provider of accurate corporate actions information and processing for all equity and fixed income portfolios at CC&L. In this role, you will:

• Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
• Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
• Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin-offs, redemptions and mortgage-backed security pay-downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
• Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
  
  

What You Bring

• Post-secondary education or equivalent experience.
• 3-5 years of overall experience, with 2+ years in Corporate Actions.
• Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives).
• Ability to analyze large data sets using Excel.
• Excellent communication skills – written and oral.
• Strong troubleshooting and problem-solving skills.
• Stakeholder management – proactively building effective relationships with key stakeholders.
• CFA or similar qualification is an asset.
• Programming skills (SQL, Python) are an asset.
• Experience with processing both mandatory and voluntary events is an asset.
• Experience working in Global Markets is an asset.
• Knowledge regarding trade execution and settlement is an asset.
  
  

About Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. 

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage Over USD$131 billion client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. 

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. 

To apply for this position, please submit your resume and cover letter as one PDF.  

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.   

Apply for this Position