Specialist, Investment Data Management

The role

This person will create, manage, and maintain high-quality investment data across global security types. They will oversee data processes, resolve data issues, and collaborate with global investment managers and technology teams.

What you will do

• Create, manage, and maintain high-quality investment data across global security types
• Own and oversee data processes and resolve data issues
• Collaborate with global investment managers, traders, portfolio managers, compliance, technology, and middle-/back-office teams
• Write business requirements and support testing and implementation of system enhancement
• Maintain and validate fixed-income, equity and derivatives reference and pricing data
• Prioritize, monitor, and manage scheduled processes, ad-hoc requests, and projects
• Provide key pre-modeling data signoffs for investment affiliates
• Analyze exception reports and follow-up to ensure timely resolution
• Identify, develop, and implement scalable improvements
• Support continuous data quality improvements

Required qualifications

• Degree in Finance, Mathematics, Computer Science, or a related field
• 1-3 years of experience in the investment management industry with exposure to securities data, data quality and process management
• Analytical mindset to break down complex processes
• Collaborative spirit and effective communication
• Ability to take ownership of multiple processes with attention to detail
• Continuous process improvement mindset
• Intermediate Excel skills
• Basic SQL knowledge to query and interpret complex datasets

Nice to have

• Completion or enrollment in a relevant designation, such as the CFA or FRM
• Hands-on experience working with Bloomberg, FTSE, ICE Bond Edge, Charles River and related financial tools, platforms

Benefits

• Social events
• Volunteering
• Flexible work practices
• Continuous learning budgets
• Paid study days
• Support for professional designations
• Competitive total compensation
• Retirement savings support
• Wellness credits
• Enhanced parental leave
• Comprehensive health benefits

About the company

Connor, Clark & Lunn Financial Group (CCLFG) manages a wide range of global assets. The Investment Data and Analytics (IDA) group supports industry standards and customized analytics.