Analyst, Portfolio Compliance

About the role

We are looking for a Portfolio Compliance Analyst to join our Portfolio Compliance Team at Connor, Clark & Lunn Financial Group in Gurugram, India. Compliance plays a critical role in the investment process and in this position, you will have the opportunity to work alongside our institutional portfolio managers and affiliate compliance officers.

What you'll do

• Using Charles River to create and monitor pre-trade and post-trade compliance rules across all asset classes and security types
• Using FundApps to monitor and report beneficial ownership, short selling, and takeover panel disclosures
• Preparing compliance certificates and compliance reports either internally for managers or externally for clients and regulators
• Working with various business groups within the company (portfolio management, operations
• Maintaining and continuously improving portfolio compliance related procedures and controls

What you need

• Compliance
• Portfolio management