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About the Role

CC&L FG is seeking a Manager, Constraints Governance & Process Engineering to establish and scale a new capability within the Portfolio Compliance team. This role is crucial for developing the firm's Constraints Governance Framework and enhancing the processes, controls, workflows, and technology that manage investment restrictions.

Responsibilities

Help build and operationalize the firm's Constraints Governance Framework, including processes, controls, standards, and governance practices.
Develop expertise as a subject matter expert on the investment constraint lifecycle and its governance processes.
Partner with Portfolio Compliance, Front Office, Product, Legal, and Operations teams to translate investment constraint requirements into clear processes and controls.
Establish and maintain governance workflows for the intake, interpretation, approval, coding, testing, implementation, and review of investment constraints.
Identify and lead initiatives to simplify, standardize, and automate inefficient processes and control gaps.
Design and support the implementation of workflow and automation solutions using Power Automate and other technologies.
Gather business requirements, evaluate solutions, and collaborate with technology teams on system and process enhancements.
Coordinate testing, implementation, and change management for new processes and technologies.
Design and implement reporting solutions using Power BI and Microsoft Power Platform for KPIs, operational metrics, and governance activities.
Develop and maintain governance documentation, operating procedures, and process maps.
Support strategic initiatives across Portfolio Compliance and Operations Risk.

Requirements

5+ years of experience in an asset management environment (Investment Operations, Portfolio Compliance, Operational Risk, Compliance Technology, Business Analysis, Process Improvement, or related).
Strong understanding of process design, workflow management, operational controls, and governance practices.
Understanding of investment management processes and the lifecycle of investment restrictions.
Demonstrated experience leading process improvement, technology implementation, automation, or business transformation initiatives.
Experience designing or implementing workflow, automation, process management, or technology solutions.
Continuous improvement mindset with a track record of identifying inefficiencies and implementing solutions.
Strong analytical and problem-solving skills.
Ability to translate business needs into requirements and work with business and technology stakeholders.
Excellent communication and relationship management skills.
Strong organizational and project management skills.
Experience with Charles River, workflow technologies, Microsoft Power Platform, AI-enabled tools, or similar business technologies is considered an asset.
Experience developing reports, dashboards, and visualizations using Power BI or similar tools.

Skills

Process Design
Workflow Management
Operational Controls
Governance Practices
Investment Management Processes
Investment Restrictions Lifecycle
Process Improvement
Technology Implementation
Automation
Business Transformation
Power Automate
Power BI
Microsoft Power Platform
Reporting
Dashboards
Visualizations
Analytical Skills
Problem-Solving
Requirements Gathering
Communication Skills
Relationship Management
Organizational Skills
Project Management

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

5+ years of experience

Education Level

Lean Six Sigma, PMP, CBAP, CFA, risk, compliance, or related professional designations are considered assets.

Salary/Compensations

$110,000 to $160,000

Benefits

Annual performance bonus
Competitive total compensation
Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Continuous learning budgets
Paid study days
Support for professional designations
Social events
Volunteering opportunities
Commitment to corporate social responsibility
Flexible work practices
Work-life balance support

About the Company

Connor, Clark & Lunn Financial Group is invested in its people, fostering belonging through collaboration, inclusion, and flexibility.
They offer opportunities for social events, volunteering, and a strong commitment to corporate social responsibility.
Their flexible work practices support work-life balance and provide flexibility in where and how employees work.
The company prioritizes employee development through meaningful work, continuous learning budgets, paid study days, and support for professional designations.
Contributions are recognized with competitive compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.
Explore cclgroup.com for more information on building a career with them.

Equal Opportunity

Committed to providing an inclusive, accessible recruitment and selection process.
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.
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.