We are looking for a Trade Support Specialist to join our London-based Trade Support Group. The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Functions include matching trade allocations with CC&L’s brokers using a central trade‐matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintain client settlement instructions, assisting in the onboarding of new clients and liaising with other teams on projects. This is a fantastic opportunity to be part of an operational team whose scope and importance continues to grow.
What You Will Do
- Use leading technologies and systems to ensure smooth operation of the post-trade process, with a focus on equities
- Support the post-trade process from beginning to end, including trade matching, allocation, transmission, and settlement
- Interact with various brokers and custodians around the globe to facilitate trade settlement in over 60 different countries
- Assist with quarterly commission reporting and soft-dollar budgeting
- Any other duties as assigned from time to time
What You Bring
- You have a degree in Finance, Business or a related field.
- A minimum of 1 year of related working experience, preferably with an institutional money manager or in a similar environment.
- Advanced computer skills with an emphasis on MS Excel as well as a demonstrated ability to learn new systems quickly is critical
- Experience with Charles River’s Trade Order Management system is an asset
- Experience with the DTCC’s Central Trade Manager is an asset
- Experience with SWIFT messaging protocols is an asset
- You possess an analytical mindset and able to deduce the root cause of issues and are able to support peers to improve their problem solving and critical thinking during issue escalation.
- You are committed to contributing and supporting a team of like‐minded individuals who are driven and have high standards.
- You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go‐getter.”
- You have a passion for advancing the robustness, quality, scale and efficiency of processes and are able to take ownership of multiple processes with keen attention to detail. What excites you are fast‐ paced operational environments, coordinating your own objectives, but also supporting peers in accomplishing team and corporate objectives.
- You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects. You see yourself as highly productive team member that executes on projects, self‐sufficiently and tenaciously pushes through problems and roadblocks in project implementation. Experience managing large complex projects with many stakeholders and project team members is an asset.
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What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:
- Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
- Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
- Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
