Specialist, Trade Support
Connor, Clark & Lunn Financial Group Ltd.Gurugram, Haryana, India · Posted 16 days agoDescription
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.
- 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.
#LI-HYBRID #LI-AJ1
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
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.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.
Similar jobs
Est. 55,000 GBP
We are looking for a Trade Support Analyst to join our London-based Trade Support Group. The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG)…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Trade Support Analyst for an existing vacancy in our Trade Support team. This is a fantastic opportunity to work in a global trade operations envir…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Trade Support Analyst to join the team. This is a fantastic opportunity to work in a global trade operations environment, support our Portfolio Man…
We are looking for a Specialist, Investment Data Management to join our Investment Data & Analytics team. This is a fantastic opportunity to be part of a dynamic strategic team whose scope and importance continue to…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Systems Analyst to join our Information Systems team. We are a passionate team that resolves complex problems by applying t…
Senior Analyst, Institutional Portfolio OperationsConnor, Clark & Lunn Financial Group Ltd.Gurugram, IndiaWhen you join the Institutional Portfolio Operations (IPO) team as a Senior Analyst, you are joining a group o…
Interested in joining a top performing asset manager? We’re looking for an experienced Market Onboarding Analyst to join the Product Transitions team. The team oversees the operational set up, launch, and restructure of…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…
When you join the Institutional Portfolio Operations (IPO) team as a Specialist, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of ind…
We are looking for an Assistant Manager, Portfolio Compliance to join our Portfolio Compliance Team at Connor, Clark & Lunn Financial Group. Compliance plays a critical role in the investment process and in this posi…
We are looking for a Retail Portfolio Operations Analyst to join our Gurugram-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is a…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Senior Analyst to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an in…
We are looking for a Portfolio Compliance Analyst to join our Portfolio Compliance Team at Connor, Clark & Lunn Financial Group in Gurugram, India. Compliance plays a critical role in the investment process and in th…
When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of indivi…
Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Senior Analyst for an existing vacanc…
Interested in joining one of Canada’s top performing asset managers? We are looking for an Analyst, Institutional Portfolio Operations for an existing vacancy on our Institutional Portfolio Operations (IPO) team. The IPO…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is seeking an Analyst to join our Performance and NAV Management Team (PNM). The Performance & NAV Management Team (PNM) resides within the middle office of Co…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is seeking an Analyst or Senior Analyst to join our Performance and Attribution Solutions Team (PAS). Our team focuses on delivering post-trade analytics to stakeh…
Interested in joining one of Canada’s top-performing asset managers? We are seeking a Head of Platform Engineering, Reliability & Control to lead our horizontal engineering function and shared control plane. In this…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Salesforce Developer who will play a key role in designing and implementing tailored solutions on the Salesforce platform t…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Manager to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an independe…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Data Analyst for an existing vacancy on our Investment Data Management (IDM) team. The IDM Team resides within the middle office a…
Interested in joining one of Canada’s top-performing asset managers? We are seeking a Head of Platform Engineering, Reliability & Control to lead our horizontal engineering function and shared control plane. In this…
Est. 200,000 USD
Chicago Trading Company (CTC) is a premier proprietary trading firm specializing in options market making. Our collaborative culture fuels innovation in quantitative research, systematic trading strategies, and cutting-e…
When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of indivi…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Developer who will play a key role in designing and implementing tailored solutions on the Salesforce platform that del…
We are looking for a Retail Portfolio Operations Analyst to join our Vancouver-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Data Analyst for an existing vacancy on our Investment Data Management (IDM) team. The IDM Team resides within the middle office a…
Interested in joining one of Canada’s top performing asset managers? We are seeking a Business Analyst for an existing vacancy in our Vancouver-based Information Systems team. This role leverages Order Execution Manageme…