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About the Role

The Trade Support Group (TS) is part of Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and handles all post-trade processing for client portfolios. This role offers a great opportunity to join a growing operational team.

Responsibilities

• Match trade allocations with brokers using a central trade-matching tool.
• Send trade allocations to custodians electronically.
• Resolve trade break issues before settlement date.
• Set up and maintain client settlement instructions.
• Assist in onboarding new clients.
• Liaise with other teams on projects.
• 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 brokers and custodians globally to facilitate trade settlement in over 60 countries.
• Assist with quarterly commission reporting and soft-dollar budgeting.
• Perform other duties as assigned.

Requirements

• Possess a degree in Finance, Business, or a related field.
• Have a minimum of 2+ years of related working experience, preferably with an institutional money manager or in a similar environment.
• Demonstrate advanced computer skills, with an emphasis on MS Excel.
• Show a demonstrated ability to learn new systems quickly.
• Possess an analytical mindset and the ability to deduce the root cause of issues.
• Be able to support peers to improve their problem-solving and critical thinking during issue escalation.
• Be committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
• Be a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• Have a passion for advancing the robustness, quality, scale, and efficiency of processes.
• Be able to take ownership of multiple processes with keen attention to detail.
• Be comfortable in fast-paced operational environments, coordinating personal objectives, and supporting peers.
• Constantly take a critical eye to processes with the goal of finding improvement opportunities.
• Possess an ability to manage multiple projects.
• Be a highly productive team member that executes on projects self-sufficiently.
• Tenaciously push through problems and roadblocks in project implementation.

Skills

• MS Excel
• Charles River’s Trade Order Management system
• DTCC’s Central Trade Manager
• SWIFT messaging protocols

Location

• London

Work Type

• Hybrid

Experience Level

• 2+ years

Education Level

• Degree in Finance, Business or a related field

About the Company

• CC&L Financial Group is committed to creating a diverse and inclusive environment.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.