• Help build and operationalize the firm's Constraints Governance Framework, including the processes, controls, standards, and governance practices used to manage investment restrictions across their lifecycle.
• Develop a strong understanding of the investment constraint lifecycle and act as a subject matter expert on its governance processes, workflows, and controls.
• Partner with Portfolio Compliance, Front Office, Product, Legal, and Operations teams to translate investment constraint requirements into clear processes, controls, workflows, and operational requirements.
• Establish and maintain governance workflows covering the intake, interpretation, approval, coding, testing, implementation, and ongoing review of investment constraints.
• Identify inefficiencies, process gaps, and manual activities, and lead initiatives to simplify, standardize, and automate them.
• Design and support the implementation of workflow and automation solutions using Power Automate and other technologies to improve operational efficiency and strengthen controls.
• Gather business requirements, evaluate potential solutions, and work with technology teams to implement system and process enhancements.
• Coordinate testing, implementation, and change management activities for new processes, technologies, and governance controls.
• Design and implement reporting solutions using Power BI and the Microsoft Power Platform that provide visibility into key performance indicators, operational metrics, capacity management, and Constraints Governance activities, enabling data-driven decision making across the team.
• Develop and maintain governance documentation, operating procedures, process maps, and supporting materials that promote consistency and scalability.
• Support strategic initiatives across Portfolio Compliance and Operations Risk.

What We Offer At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.