Mutual Funds Trade Desk Analyst

CI Financial; Toronto; In loco; CAD 43.000 - 71.000; Tempo pieno

Vantaggi offerti da questo lavoro

Modern HQ location

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up

Paid time off for Volunteering

Descrizione del lavoro

CI Financial invites applications for a Trade Support Analyst in Toronto. The role supports the mutual fund trade desk, processing trades, handling rejections, and assisting with corrections and LOIs.

You will interact with internal teams to resolve issues and respond to client inquiries while maintaining high service standards. The role requires 1–2 years in financial services, with Excel/Power BI proficiency and familiarity with Fundserv/CANNEX assets.

Competenze

• 1–2 years experience in the financial industry, preferably mutual funds

Mansioni

• Processing of mutual fund trades files and follow up on rejected trades
• Handling of transaction corrections and LOI preparation
• Resolving trade-related inquiries promptly and professionally
• Collaborating with internal teams to resolve trade-related issues
• Other duties and ad hoc projects as required

Conoscenze

Mutual funds exp

Attention to detail

Communication

Team player

Prioritization

Formazione

CSC course

Strumenti

Excel

Power BI

Python

SQL

VBA

Fundserv

CANNEX

Descrizione del lavoro

CI Financial invites applications for a Trade Support Analyst in Toronto. The role supports the mutual fund trade desk, processing trades, handling rejections, and assisting with corrections and LOIs.

You will interact with internal teams to resolve issues and respond to client inquiries while maintaining high service standards. The role requires 1–2 years in financial services, with Excel/Power BI proficiency and familiarity with Fundserv/CANNEX assets.