Business Analyst - Retail Trading

Iris Software Inc.; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services provider in Canada is seeking a BA for Retail Trading. This hybrid role involves knowledge in trading processes and account management, with focus on SQL and Excel proficiency. Candidates open to conversion to full-time employment are preferred.

Qualifications

• Strong knowledge of advisor and discount brokerage across all asset classes.
• Proficiency in Order management, Commission Calculation, and Margin Calculations.

Responsibilities

• Handle Retail Trading tasks including bookkeeping and settlement processes.
• Manage account positions and fund transfers.

Skills

Retail Trading

Order Management

Trade Bookkeeping

SQL

Excel

Tools

Broadridge Financial Systems

Job description

Iris's Direct client, a highly diversified financial services provider based in Canada is looking to hire a BA – Retail Trading for a Contract to Hire opportunity.

Location: Toronto, ON - Hybrid (3 days from office)

JOB DESCRIPTION

• Retail Trading – Strong knowledge of advisor and discount brokerage experience across all asset classes ( EQ, OP, Bonds, Money Market, GIC, Mutual Funds, FX).
• Strong understanding of Order management, Trade bookkeeping & Settlement processes.
• Expertise in Account Positions, Commission Calc, Realtime position, Margin Calculations and Fund Transfers.
• Proficiency in SQL, Excel, Mapping data.

Nice to have:

• Understanding of Broadridge Financial Systems
• Note: Client will like candidates who are open to converting to FTEs