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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 is a key part of an expanding 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

A degree in Finance, Business, or a related field.
A minimum of 2+ years of related working experience, preferably with an institutional money manager or in a similar environment.
Advanced computer skills with an emphasis on MS Excel.
Demonstrated ability to learn new systems quickly.
Possess an analytical mindset and ability to deduce the root cause of issues.
Ability 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.
Sharp, ambitious, and enthusiastic with a drive to improve existing processes and implement creative solutions.
Passion for advancing the robustness, quality, scale, and efficiency of processes.
Ability to take ownership of multiple processes with keen attention to detail.
Ability to manage multiple projects.
Highly productive team member that executes on projects self-sufficiently.
Tenaciously pushes 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

Benefits

Competitive total compensation
Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Social events
Volunteering opportunities
Commitment to corporate social responsibility
Flexible work practices
Continuous learning budgets
Paid study days
Support for professional designations

About the Company

Connor, Clark & Lunn Financial Group is 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.

Equal Opportunity

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.