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Connor, Clark & Lunn Financial Group

Analyst, Business Process Engineering - Investment Data Architecture

Business AnalysisConfirmed live in the last 24 hours
Full-timeVancouver, BC, CanadaCA$85k - CA$120k

About the Job

Requirements

  • A degree in business, finance, information systems, or a related analytical field is required.
  • Three or more years of experience in process improvement, business analysis, investment operations, or investment data management is required.
  • Strong analytical and problem-solving skills are required, including the ability to detect patterns, extract insights, and manage multiple priorities.
  • The candidate must be able to identify and assess process risks and know when to escalate.
  • The candidate must communicate clearly with business and technical audiences, work collaboratively, and help build alignment across teams.
  • The candidate must take ownership of their work, commit to continuous learning, and bring curiosity about possibilities in process design.

Responsibilities

  • Document current-state investment data processes end to end, including inputs, systems, hand-offs, controls, and downstream uses, and design clear future-state processes.
  • Work with investment teams to understand how data is used in research and production workflows, translate timeliness and quality needs into process requirements, and prioritize improvements that matter most to investment outcomes.
  • Identify opportunities to simplify processes, reduce manual effort, address common points of failure, and improve the timeliness and quality of data delivered to investment processes across security master, pricing master, and ETL processes.
  • Partner with the technology team to automate manual workflows and scheduled processes, and support testing and implementation of process changes.
  • Identify, assess, and escalate process risks; recommend and implement appropriate controls, checks, and exception monitoring.
  • Produce process artifacts such as process maps, RACI matrices, procedures, runbooks, and best-practice guides.
  • Define and track process metrics, including timeliness, exception volumes, manual touchpoints, and data delivery times, to measure improvement and support data service levels for investment teams.
  • Work with subject-matter experts and process owners to roll out new processes and help downstream users understand and adopt them.
  • Support investment data projects, including platform transitions and affiliate/client onboarding, by bringing a process lens to requirements, design, and readiness.

Desired Qualifications

  • Training in process design or improvement methodologies such as Lean or Six Sigma is an asset.
  • Progress toward a designation such as CFA or FRM is an asset.
  • Experience in asset management or financial services is strongly preferred.
  • Familiarity with security, pricing, or reference data processes, or exposure to quantitative investment teams and their data needs, is a plus.
  • Experience with process modeling tools such as Engage Process Modeler or Visio is an asset.
  • Familiarity with workflow automation and data tools such as Power Automate, Microsoft Fabric, or Power BI and with AI tools is an asset.
  • SQL or Python experience is a plus.

About the Company

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