5 Investment Knowledge Jobs

As an Institutional Portfolio Operations Specialist at Connor, Clark & Lunn Financial Group Ltd., you will be an integral part of a dynamic team that directly impacts the investment success of various institutional clients. Your role will involve reconciling investment portfolio data, communicating with key stakeholders, supporting audits, and participating in operational projects to enhance efficiency. In this position, your responsibilities will include reconciling cash, transactions, holdings, derivatives, dividends, and alternative investments. You will collaborate with custodians, brokers, and portfolio managers to resolve discrepancies, communicate critical portfolio information, and ensure the accurate flow of data. Additionally, you will work with auditors to provide timely and precise information for client audits and contribute to automation and scalability projects within the Institutional Portfolio Operations team. To excel in this role, you should possess an undergraduate degree in Finance or Business Administration, along with at least 1 year of experience in investment operations and reconciliations at an institutional firm, bank, or trust company. Strong communication skills, critical thinking abilities, problem-solving aptitude, and a proactive attitude towards process improvement are essential for success in this position. You should also demonstrate a collaborative mindset, a thirst for knowledge, and a commitment to working effectively within a team environment. Connor, Clark & Lunn Financial Group is an independent, employee-owned organization with a long-standing history and a global presence. With over USD$99 billion in assets under management, we offer a diverse range of investment products and solutions to institutional, high-net-worth, and retail clients. If you are a motivated individual who is eager to contribute to a high-performing team and drive positive change within the asset management industry, we encourage you to explore career opportunities with us at cclgroup.com. We appreciate all applicants" interest in joining our team; however, only shortlisted candidates will be contacted for interviews. Please submit your resume and cover letter as a single PDF file to apply for the Institutional Portfolio Operations Specialist position. Thank you.,

We are seeking a Wealth Management Associate to support the Wealth Manager and clients with investment strategies and financial activities. Your role will involve managing client relationships, addressing inquiries, and staying informed on market trends. The ideal candidate will possess strong knowledge of products, investments, and a grasp of intricate financial data. A successful Wealth Management Associate will excel in building client rapport and demonstrate meticulous attention to detail. Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to create investment plans. - Act as a liaison between clients and the Wealth Manager, maintaining strong client relationships. - Assist the Wealth Manager and clients by providing information on products and services. - Address client issues and concerns with guidance from the Wealth Manager. - Prepare and process investment-related documentation, such as applications and withdrawal forms. - Develop tailored investment presentations for prospective and current clients. - Analyze financial reports and market data to generate insightful reports for clients and the Wealth Manager. - Handle daily administrative duties, including responding to client emails and requests. Requirements: - Age limit: 18 to 30 years - Proficiency in Tamil language preferred - Open to Freshers and college students Job Types: Full-time, Fresher Benefits: - Health insurance - Provident Fund Schedule: - Day shift - Rotational shift Additional perks: - Performance bonus - Yearly bonus Work Location: On-site,

You are invited to join Connor, Clark & Lunn India Pvt Ltd. located in Gurugram, India, in the shift timing of 01:30 pm to 10:30 pm IST. As a Proposal Analyst, you will be an integral part of the Proposal and Consultant Database Team. If you have a passion for learning about various investment products, thrive on winning new business opportunities, and excel in a fast-paced environment, this role is tailored for you. Join a dynamic and collaborative team of individuals who are driven towards success. Your primary responsibility will include delivering top-quality proposals promptly for the institutional and private client sales teams. This will involve gaining insights into a wide array of public and private investment strategies and collaborating with experts in portfolio management and investment operations. Success in this role will require strong time management skills, proficiency in project management, and meticulous attention to detail. Key responsibilities associated with this position encompass preparing and finalizing RFPs, RFIs, and DDQs for all CC&L Financial Group affiliates by closely coordinating with subject matter experts across various business areas. You will also be tasked with drafting new responses, suggesting enhancements to existing RFP responses, managing an RFP response database, ensuring uniformity in all marketing materials, assisting in the preparation and upkeep of essential reports and files to support the RFP process, and aiding in the maintenance of external investment and consultant databases. To excel in this role, you are expected to possess a Finance Degree or equivalent with a genuine interest in the investment industry. A background of 4-6 years in an institutional investment firm, bank, or trust company, along with the completion of relevant industry courses, will be advantageous. Effective communication skills, both verbal and written, and the ability to collaborate with others to resolve complex issues are crucial. A team player mindset, dedication to supporting a team of high-performing individuals, a positive attitude towards process improvement, and proficiency in Microsoft Office applications are also key attributes that will contribute to your success. Connor, Clark & Lunn Financial Group, an independent and employee-owned organization, partners with investment professionals to nurture successful asset management businesses. With a rich history of over 40 years and a global presence extending across Canada, the US, the UK, and India, CC&L Financial Group and its affiliate firms manage over $127 billion in assets. Offering a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients, we provide ample opportunities for career growth and development. If you are enthusiastic about building your career with us, we encourage you to explore further at www.cclgroup.com and consider applying for this exciting Proposal Analyst position.,

This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order. Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients Deliver a superior level of service to internal stakeholders across the client lifecycle Collaborate with global FIG teams to develop and implement best practices for client communications Leverage technology and data tools to enhance client service processes and to develop scalable solutions and process improvements across the function Participate in investment and client service training, and stay informed on developments to support client deliverables Mentor and lead junior analysts, fostering a culture of excellence and collaboration Qualifications The ideal candidate will possess: Bachelor s Degree or equivalent with strong quantitative skills 3-5 years of experience in financial services, preferably in client service, portfolio management support, or institutional relationship management in Fixed Income Proficiency in Microsoft Office Suite; PowerPoint and Excel, with experience in BlackRock Aladdin a plus Technical skills such as Python, Matlab or SQL a plus Insurance industry specific knowledge a plus Skills and Experience Required Demonstrated ability to analyze and synthesize complex information into clear, client-ready materials (e.g., presentations, reports) Exceptional written and verbal communication skills, with a client-first mindset and attention to detail Proven ability to manage multiple priorities and to work under pressure to tight deadlines and collaboratively with a wide range of teams and stakeholders Strong collaboration skills and ability to work cross-functionally with investment, relationship, and operations teams. A proactive, solutions-oriented mindset with a passion for delivering exceptional client experiences Excellent communication and interpersonal skills Demonstrate outstanding attention to detail and have a passion for thinking critically Flexible, responsive, and self-starting personality As understanding of investment products, capital markets, and the asset management industry We are looking for people who are Curious: You like to learn new things and have a balanced disrespect for status quo Brave: You are happiest outside your comfort zone Passionate: You feel personal ownership for the work you do and an aspiration to be better Open: You value and respect input from others Experimental: You make mistakes, but learn from them Savvy: You want to outsmart the problem

Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service to our clients while identifying opportunities for growth. Responsibilities Build and maintain strong relationships with clients and stakeholders in the financial services sector. Identify clients financial needs and provide tailored solutions to meet their goals. Conduct regular follow-ups with clients to ensure satisfaction and address any concerns. Collaborate with internal teams to deliver excellent service and resolve client issues promptly. Stay updated on financial products, services, and market trends to provide informed advice to clients. Prepare and present financial proposals and reports to clients and management. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. Candidates with minimum 6 months of experience in selling credit cards, fixed deposits, Savings bank accounts and personal loans are preferred. Strong communication and interpersonal skills to effectively engage with clients. Excellent analytical and problem-solving abilities to assess client needs and devise solutions.