Manager, Constraints Governance & Process Engineering
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Job Summary
What You Will Do:
- Help build and operationalize the firms Constraints Governance Framework including the processes controls standards and governance practices used to manage investment restrictions across their lifecycle.
- Develop a strong understanding of the investment constraint lifecycle and act as a subject matter expert on its governance processes workflows and controls.
- Partner with Portfolio Compliance Front Office Product Legal and Operations teams to translate investment constraint requirements into clear processes controls workflows and operational requirements.
- Establish and maintain governance workflows covering the intake interpretation approval coding testing implementation and ongoing review of investment constraints.
- Identify inefficiencies process gaps and manual activities and lead initiatives to simplify standardize and automate them.
- Design and support the implementation of workflow and automation solutions using Power Automate and other technologies to improve operational efficiency and strengthen controls.
- Gather business requirements evaluate potential solutions and work with technology teams to implement system and process enhancements.
- Coordinate testing implementation and change management activities for new processes technologies and governance controls.
- Design and implement reporting solutions using Power BI and the Microsoft Power Platform that provide visibility into key performance indicators operational metrics capacity management and Constraints Governance activities enabling data-driven decision making across the team.
- Develop and maintain governance documentation operating procedures process maps and supporting materials that promote consistency and scalability.
- Support strategic initiatives across Portfolio Compliance and Operations Risk.
- 5 years of experience within an asset management environment including Investment Operations Portfolio Compliance Operational Risk Compliance Technology Business Analysis Process Improvement or a related discipline.
- Strong understanding of process design workflow management operational controls and governance practices.
- Understanding of investment management processes and the lifecycle of investment restrictions compliance monitoring or related governance activities.
- Demonstrated experience leading process improvement technology implementation automation or business transformation initiatives.
- Experience designing or implementing workflow automation process management or technology solutions to improve business operations and controls.
- A continuous improvement mindset with a track record of identifying inefficiencies simplifying processes and implementing sustainable solutions.
- Strong analytical and problem-solving skills with the ability to break down complex issues and develop practical recommendations.
- Ability to translate business needs into requirements and work effectively with both business and technology stakeholders.
- Excellent communication and relationship management skills with the ability to influence outcomes and build consensus across diverse groups.
- Strong organizational and project management skills with the ability to manage multiple priorities and deliver results in a dynamic environment.
- Lean Six Sigma PMP CBAP CFA risk compliance or related professional designations are considered assets.
- 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 business intelligence tools with the ability to translate business questions into meaningful management information
The salary range for this position is $110000 to $160000. The salary range provided reflects the base salary range for this position as required by addition there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
For a closer look at how you can build your career with us we invite you to explore .
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.
Required Experience:
Manager
About Company
Value creation through strategic execution. Specializing in real estate and mortgage investments
