About this position
Trade Support Analyst – Pooled Fund Trading
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada’s top performing asset managers? We are looking for a Trade Support Analyst for an existing vacancy on our Derivatives Trade Support team. This is a fantastic opportunity to work in a global trade operations environment, support our Portfolio Managers and perform at the cutting edge of our profession. We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team, seeking like-minded individuals who thrive in a challenging and dynamic environment. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.
What You Will Do
- Responsible for analysis and execution of pooled fund trades for our Institutional and Retail client base. This is very key trading role, collating incoming/outgoing funds into pooled fund transactions that feed Portfolio Managers to make trading decisions.
- The role covers transactions into our broad suite of product offerings with a wide variety of asset classes, global markets and fund management techniques.
- Working with PMs the role takes responsibility for efficient trading within tight deadlines, whilst adhering to fund trading rules, targets and ADLs should they apply.
- Onboarding of new accounts, products and counterparties in relevant internal systems.
- Execution of rebalancing trades to adjust pooled fund mix for clients over month end.
- Responsible for ensuring timely settlement through managing custodian relationships.
- Working with systems and technology teams to automate and improve processes with new technology.
- Maintaining and improving our Trade Support processes, systems and data to maximize efficiency and minimize risk.
About You
- 2+ years of trade operations experience in Investment Management or related field.
- Experience within Pooled Fund trading.
- Relevant education and industry certifications.
- Proficient in MS Office applications (Word, Excel, Outlook and PowerPoint).
- Effective communicator in both verbal and written communications.
- Resourceful and able to resolve complex problems quickly.
- Passionate about learning, with a curiosity to understand the why.
The salary range for this position is $70,000 - $100,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.
About Connor, Clark & Lunn Financial Group
At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
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.