About the Role
The Trading Operations Analyst will support daily post-trade operations, including trade settlement, cash management, trade support, account maintenance, and asset reconciliation. This role requires accuracy, strong judgment, and the ability to manage competing priorities in a fast-paced environment.
Responsibilities
- Monitor trade matching, settlement, and post-trade activity across internal systems and external platforms
- Investigate, escalate, and resolve unmatched, pending, or failed trades in a timely manner
- Support daily cash management by monitoring balances, cash flows, and funding requirements
- Coordinate with brokers, custodians, and internal teams to resolve operational inquiries and exceptions
- Create, review, and monitor trade orders, ensuring accuracy and adherence to internal procedures
- Perform asset reconciliations and follow up on discrepancies with internal and external stakeholders
- Support account, custodian, broker, security, and operational data setup and maintenance
- Provide trade support to equity and fixed income investment teams, including issue resolution and follow-up
- Stay current on market, regulatory, custodian, and broker requirements impacting trading operations
Requirements
- Minimum 2 years of experience in trade operations, trade support, settlements, or investment operations
- Sound judgment, accountability, and a risk-aware approach to daily responsibilities
- Ability to manage competing priorities and work effectively in a fast-paced, team-oriented environment
- Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and Teams
Skills
- Strong analytical skills
- Strong problem-solving skills
- Strong organizational skills
- Exceptional attention to detail
- Strong verbal communication skills
- Strong written communication skills
Location
- 181 Bay Street, Suite 4510, Toronto, ON, M5J 2T3
Work Type
- In person/on-site
- Full-time
Experience Level
- Minimum 2 years of experience
Education Level
- Degree in business, finance, economics, or a related field
- Canadian Securities Course or related industry courses would be considered an asset
Salary/Compensations
- $45,500.00 - $84,500.00
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
About the Company
- Burgundy Asset Management LTD is a division of BMO Financial Group. Within BMO Wealth Management, Burgundy functions as an independent line of business.
- Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions.
- Founded in 1990, we invest with a long-term, fundamental approach – building concentrated portfolios of high-quality businesses to protect and compound clients’ capital over time.
- Our culture is grounded in honesty, courage, and doing what is right for our clients – and we look for candidates who share these values.
- At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.
- By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
- As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
- We strive to help you make an impact from day one – for yourself and our customers.
- We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
- From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
Equal Opportunity
- BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.
- Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
