Analyst, Institutional Portfolio Operations (ABC)
GurugramFull-time2–5 yrsPosted 4 months ago
Mid-level operations role at Connor, Clark & Lunn Financial Group in Gurugram. Needs 2+ years and a B.Com or BBA.
About the role
When you join the Institutional Portfolio Operations (IPO) team as a Specialist, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.
What you'll do
- Assets Under Management (AUM) Reporting: Administrator the AUM reporting process by producing monthly and quarterly reports and supporting data requests from Investment…
What you need
- Excel
- VBA
- Power BI
- Accounting
- Reporting