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About the Role
Join Connor, Clark & Lunn Financial Group’s Trade Support Group, an integral part of the Investment Resource Group, responsible for post-trade processing for client portfolios. This role offers a significant opportunity to contribute to 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 the onboarding of new clients.
- Liaise with other teams on projects.
- 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 1 year 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.
- Able to support peers to improve their problem-solving and critical thinking during issue escalation.
- 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.
- Able to take ownership of multiple processes with keen attention to detail.
- Thrive in fast-paced operational environments, coordinating own 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
- 1+ year of related experience
Education Level
- Degree in Finance, Business, or a related field
About the Company
- Connor, Clark & Lunn Financial Group (CC&L) is an investment management firm.
- Explore career opportunities at cclgroup.com.
Equal Opportunity
- CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
- All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
- AI is not used in the screening, assessment or selection of applications.