Analyst, Trade Management

BCI; Victoria; On-site; CAD 77,000 - 93,000; Full time

Job summary

BCI is seeking a Trade Management professional to oversee settlement processes for transactions in various markets. This role offers the opportunity to work with financial technology and collaborate with cross-functional teams, ensuring timely and accurate trade settlements. Applicants should possess a strong educational background in relevant fields and experience in financial operations.

Benefits

Extended health and dental coverage

Participation in the defined benefit BC Public Service Pension Plan

Time off including vacation and sick days

Annual wellness allowance

On-going learning and professional development programs

Qualifications

• 2–5 years’ experience at a financial institution.
• Completion of the Canadian Securities Course or CFA Investment Foundations Program preferred.

Responsibilities

• Manage trade matching, settlement, and reconciliation processes.
• Research corporate actions with custodians and portfolio managers.
• Troubleshoot system issues and coordinate resolutions.

Skills

Knowledge of securities

Strong technical aptitude

Excellent communication skills

Service-oriented mindset

Familiarity with trade lifecycle

Education

Post-secondary education in Finance, Economics, Business, or a related field

Job description

Closing Date: July 13, 2025

DEPARTMENT DESCRIPTION

Investment Operations (IO) is comprised of four branches: Cash, Derivatives & Collateral, Trade Management and Business Solutions. The department delivers core capabilities in areas including trade settlements, corporate actions, derivatives, collateral management, foreign exchange, and cash services, while collaborating with internal partners to design and coordinate end-to-end solutions and providing leadership for the custodian relationship.

THE OPPORTUNITY

BCI is a global investment manager headquartered in Victoria, BC. Our Trade Management team ensures every transaction—from equities to bonds—settles accurately and efficiently. In this role, you’ll work hands-on with financial technology, manage critical settlement processes, and act as a key link between teams. It’s a chance to gain real insight into how global markets operate —and grow with a team that values precision, curiosity, and continuous improvement.

WHAT YOU BRING

• Post-secondary education in Finance, Economics, Business, or a related field

• 2–5 years’ experience at a financial institution

• Knowledge of securities, markets, settlements, and corporate actions

• Strong technical aptitude for system maintenance and troubleshooting

• Excellent communication skills with diverse stakeholders

• Service-oriented mindset with the ability to meet critical deadlines

• Familiarity with trade lifecycle and post-trade operations

• A proactive approach to identifying and improving processes

Preferred: Completion of the Canadian Securities Course or CFA Investment Foundations Program

WHAT YOU WILL DO

• Manage trade matching, settlement, and reconciliation processes

• Research corporate actions with custodians and portfolio managers

• Troubleshoot system issues and coordinate resolutions

• Ensure SOC1 compliance and follow risk protocols

• Maintain KPIs and performance metrics

• Support business plan execution and drive process improvements

• Share knowledge and contribute to a collaborative team environment

WHO YOU WILL WORK WITH

The Trade Management team ensures accurate trade settlements, manages corporate actions, and coordinates with internal teams and external partners to maintain data integrity and streamline the trade lifecycle.

WHERE YOU WILL WORK

This role is based in our downtown Victoria office. BCI is an in-person, collaborative organization with the flexibility to work remotely one day per week.

SALARY RANGE

BCI offers a competitive total rewards package which includes a performance-based incentive plan, comprehensive health & dental benefits, a defined benefit pension plan and paid time off.

The annualized base salary range for this Victoria-based role is CAD $ 77 ,000 to $ 93 ,000.

The base salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skill set, level of experience applicable to the role they are being offered and consideration to internal equity.

We pay our people competitively in the markets in which we compete for talent and with consideration to internal equity and job structure. We aim for actual pay to be around the median of the market for target or expected levels of performance, and around the upper quartile of the market for excellent performance.

Actual salaries may vary and may be above or below the range based on various factors , including, but not limited to, experience and expertise .

WHY APPLY TO JOIN BCI

With our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of Canada’s Top 100 Employers – for the sixth consecutive year - and has built programs and benefits to support all our employees, including;

• Extended health and dental coverage, start on your first day of work. We have you covered!

• Our telehealth provider Dialogue connects you and your family to virtual healthcare appointments.

• Participation in the defined benefit BC Public Service Pension Plan providing a secure retirement income

• Time off includes: 20 days vacation , 6 paid sick days, 6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health.

• Four days in the office , with the option to work from home once a week, promoting a collaborative work culture and a healthy work-life balance.

• Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home.

• On-going learning through our in-house mentoring program, professional dues support, tuition reimbursement , and online and in-house learning.

• Relocation support is available if a move to BCI’s Victoria BC office location is required .

TO APPLY

Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for initial discussions.

Please include a brief cover letter (1–2 paragraphs) explaining your interest in Trade Management at BCI and highlighting relevant skills or experience.

Referrals: If you intend to list a current BCI employee as a referee, please contact them first to confirm their consent. A valid BCI email address is required , and all referrals will be verified internally.

We welcome applications from all qualified candidates who are interested in applying for this role. You will need to be legally authorized to work in the country where this job is located . If you currently do not have authorization, or if your work permit has restrictions, or is due to expire in 12 months or less, please ensure to flag this to our recruitment team if your application is shortlisted.

At BCI, we value diversity and believe in fostering an inclusive culture where all employees can be successful.

We are performance and client focused and value integrity; if you share these values, we want to know you.

We recognize that some skills can be learned on the job and encourage all to apply.

If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), contact us at [e-mail] .

We would like to hear from you!