What You Will Do
- Create analytics that generate investment insights and improve affiliate investment manager effectiveness.
- Build a deep understanding of affiliate investment strategies and workflows.
- Proactively research and propose new analytic methodologies; identify opportunities to enhance decision-making and expand our analytics offering. Serve as a thought leader in investment analytics.
- Collaborate with investment managers and senior leadership to iterate on proofs of concept.
- Partner with the Platform and Methodology Team to productionalize and scale these analytics.
- Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners, hypothetical scenario analysis, competitor analysis, liquidity risk, trade monitoring, ESG scoring frameworks, fee analysis, etc.
- Investigate and resolve complex issues using your strong understanding of analytics methodologies.
- Explain business logic and technical concepts clearly, adjusting your communication style for a given audience.
- Apply AI where it adds value, such as in financial modelling, anomaly detection, and natural-language database querying.
- Lead and develop a team of analysts across Canada and India. Help the team solve complex problems, set priorities, resolve roadblocks, and deliver high-quality analytics.
- Proactively engage and develop trusting relationships with portfolio managers.
- Foster a culture of innovation, collaboration, and continuous improvement.
- Support senior management in shaping team direction and advancing strategic priorities.
- An undergraduate degree in finance, data science, or a quantitative field. Completion of a relevant designation, such as the CFA or FRM, is an asset.
- 5+ years of experience and deep knowledge in investment analytics, investment management, or data science. You are a systems thinker and take ownership of your work.
- 3+ years of direct experience leading a performance, analytics, investment, or asset management team. You can motivate, mentor, and manage team performance.
- You have practical experience with the tools and systems used in modern analytics pipelines. Experience with Python, SQL, AI programming assistants (e.g. GitHub Copilot), automation and scheduling platforms (e.g. VisualCron, Prefect), data platforms (e.g. Databricks, Microsoft Fabric), and data visualization tools (e.g. PowerBI, Tableau) is an asset. Experience developing AI solutions is an asset.
- Passionate about technology and are committed to continuous learning. You apply and integrate emerging technologies where they add value. You bring the “art of the possible” to solution design.
- Strong problem solver who can identify patterns, generate insights, and approach ambiguous problems with structure and creativity.
- You communicate complex concepts clearly, both verbally and in writing. You build alignment across stakeholders at all levels, navigate differing perspectives effectively, and foster collaboration to achieve shared organizational goals.
- Identify, assess, and mitigate process risks, and escalate issues proactively when needed.
- You can use judgement to make timely, sound decisions under ambiguity. You are self-directed, proactive, and comfortable proposing solutions.
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.
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.