CLARK FINANCIAL GROUP
The Retail Portfolio Operations Analyst supports the Gurugram-based Investment Resource Group by maintaining and reconciling client portfolio and fund data, including cash, holdings, and performance metrics. The role involves collaborating with external custodians and internal teams to address client queries, produce reports for High-Net-Worth clients, and manage trading and account transfers. This position offers an opportunity to contribute to process enhancements and work within a collaborative, fast-paced investment environment.
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.
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