Back to jobs
tags.new

Senior Analyst, Training & Documentation

Gurugram, Haryana, India

 

Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Senior Analyst to join our team. The ideal candidate is a highly detailed-oriented problem-solver and sees learning new skills and being a team player as both enjoyable and necessary for a high performing team.  You will be working with various teams within our department to facilitate their staff onboarding and training, and as a result, will have detailed exposure to many aspects in several areas related to investment back-office operations (including reconciliation, client reporting, corporate actions, etc)

The Training and Documentation team is an independent group within the Investment Resource Group (“IRG”) that performs several essential services. They include:
  • Ensuring that new staff are onboarded successfully by providing initial hands-on training which can last from one day to several weeks
  • Ensuring that the IRG’s procedure documentation is kept current
  • Coordinating staff movements within IRG
  • Maintenance of our Certificate of Authorized Signatories list
  • Working on various projects
We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment.

What You Will Do:
  • Onboarding and providing application overviews of new employees into the department across all offices
  • Ensure that new employees have access to the appropriate software systems used by pre-testing before the employee joins the department
  • Maintain the staff onboarding checklist and coordinate staff movements (onboarding, off-boarding, internal movements) within the department
  • Responsible for the maintenance of the IRG’s documentation model.  This includes:
  • Working with the IRG Senior Managers, Managers and Staff to determine which processes need to be documented
  • Assisting the Staff with formatting, language and structure of the documents
  • Creating and reviewing documentation process workflow diagrams
  • Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
  • Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
  • Maintain and update our Certificate of Authorized Signatories list for changes in staff
  • Training of new staff based on team requirements
  • Assist with IRG projects, as required

What You Will Bring:
  • Financial Knowledge: MBA (finance), CFA, B.Com or B.A (Economics)
  • Industry Knowledge: Experience in the finance/investment management industry would be a definite asset.
  • Attention to Detail: Aptitude to understand the big picture but still be very detail oriented.
  • Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively.  Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
  • Curiosity for Learning: Interest in learning about different aspects of the investment business.
  • Collaborative Communication: You have a collaborative spirit that helps you work well with others, and you communicate effectively.
  • Technical Skills: Proficient in MS Office applications (Word, Excel, and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.
  • Training Skills: Experience in training and/or coaching personnel is a definite asset.
  • Investment Operations Experience: 5–6 years of hands-on experience in investment operations such as portfolio reconciliation, trade support processes, or corporate action processing.
  • Training Experience in Operations: Prior experience providing formal or informal training within an investment operations environment will be given preference.
  • Arcesium Experience (Preferred): Experience working with Arcesium or Arcesium-based tools commonly used in investment operations will be considered an added advantage.

#LI-HYBRID #LI-MP1

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  

CC&L Financial Group 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.  

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.  

 

 

Create a Job Alert

Interested in building your career at Connor, Clark & Lunn Financial Group Ltd.? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Please select which shifts throughout the day you are available and comfortable working. (Select all that apply) *
Select...

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy [https://cclfg.cclgroup.com/privacy-confidentiality/].  I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

Select...

The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at privacy@cclgroup.com.

We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment.

We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law.

Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws.

You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances.

If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at privacy@cclgroup.com in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at [https://cclfg.cclgroup.com/privacy-confidentiality]