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Intern, Institutional Portfolio Operations

1 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Connor Clark & Lunn Financial Group Gurugram, India Duration: 6 months (Contract Basis) Job Summary We are seeking a motivated and detail-oriented Intern for our Institutional Portfolio Operations team. This internship offers a great opportunity to gain hands-on experience in asset management operations, specifically focusing on portfolio reconciliation, fee calculation, AUM reporting and corporate action. Key Responsibilities Assist in daily portfolio reconciliation tasks. Ensure accuracy and completeness of data. Identify and resolve discrepancies in portfolio data. Collaborate with team members to improve reconciliation processes. Prepare reports and documentation as required. Calculate management and performance fees. Fund reporting, such as AUM (Asset Under Management) reporting. Requirements MBA or B.Com in Finance/Accounting. Freshers or candidates with up to 1 year of industry experience. Good knowledge of the securities market. Proficiency in Microsoft Excel. Familiarity with Power BI is preferred but not mandatory. Strong analytical and problem-solving skills. Excellent attention to detail. Good communication and interpersonal skills. Preferred Skills Basic understanding of financial instruments and markets. Ability to work independently and as part of a team. Eagerness to learn and adapt to new challenges. Time management skills and ability to meet deadlines. About Connor Clark & Lunn Financial Group At Connor, Clark & Lunn 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 $139 billion in 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 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 Show more Show less

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