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CLARK FINANCIAL GROUP
The Portfolio Compliance Analyst will support the Portfolio Compliance Team by creating and monitoring compliance rules, preparing reports and certificates, and collaborating with portfolio managers, operations, and legal groups. The role involves using systems like Charles River and FundApps, maintaining procedures, and leading various projects.
Clark Financial Group is located in Windsor, Ontario. We are an independent, privately owned family run business established in 1974. We provide personal financial planning, life insurance and investment needs to individuals, couples, families & busine
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CLARK FINANCIAL GROUP.
CLARK FINANCIAL GROUP didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role
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