Trade Support Specialist

The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Functions include matching trade allocations with CC&L’s brokers using a central trade‐matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintaining client settlement instructions, assisting in the onboarding of new clients and liaising with other teams on projects. This is a fantastic opportunity to be part of an operational team whose scope and importance continues to grow. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. The Trade Support Specialist role is a critical part of our firm’s success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of the asset management world and will have the opportunity to advance your skills for future growth and development within CC&L.

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.