Specialist, Trade Support

What Will You Do

A Trade Support Specialist is responsible for the post execution processing of the security transactions executed on behalf of our clients. You play a crucial role ensuring the smooth operation of the post‐trade process using leading technologies and systems. The skills and experience you garner during your time on the team will provide foundational knowledge that will be invaluable for your entire career.

You will learn the post trade process from front to back, including security settlements, derivatives, collateral management, and asset transfers. In this role, you will:

• Use leading technologies and systems to ensure a smooth operation of the post-trade processes
• Support the entire post-trade process from front to back, including trade matching, allocation, transmission, and trade settlement, including but not limited to derivatives, collateral management, and asset transfers
• Managing collateral obligations with Brokers and Portfolio Managers
• Maintaining and improving our Trade Support processes, systems and data in order to maximize efficiency and minimize risk
• Set up for new accounts and products in relevant internal systems and at 3rd party brokers

What Will You Bring

To be successful in this role, you will have the following skills & competencies:

• Education – You have a degree in Finance, Business or a related field. Enrollment in a relevant designation, such as the CFA, is considered an asset.
• Industry Knowledge – a minimum of 2 years of related working experience, preferably with an institutional money manager/ asset management firm 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
• Experience with Traiana Harmony trade matching software is an asset

• Problem Solver – 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.
• Collaborator ‐ You are committed to contributing and supporting a team of like‐minded individuals who are driven and have high standards.
• Positive Attitude ‐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.”
• Self‐Motivated – 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.
• Continuous Process Improvement Mindset – 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.

Operational excellence is important to you. You are not only talented by hard working. You bring a high pace of execution on projects but also take pride in crucial day‐to‐day operations. Relationships are important to you, and you understand building them improves the quality and throughput of results.

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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 talentacquisition@cclgroup.com 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.