Portfolio Trading Operations Specialist

CI Financial; Toronto; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Modern HQ location near Union Station

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Paid time off for Volunteering

Job summary

CI Financial offers a role focused on trade operations, order generation for trading, and post-trade support. You will work with portfolio managers, traders, and compliance to manage settlements and reconciliations across multiple asset classes.

The position emphasizes accuracy, risk reduction, and collaboration with global brokers and custodians, with a base salary range and eligibility for a bonus program. CI Financial supports a comprehensive benefits package.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• 2–3 years of middle-office experience in the industry.
• Knowledge of Charles River Order Management systems.

Responsibilities

• Provide end-to-end trading operations support with timely trade confirmations and settlements.
• Oversee trade matching and settlements across markets and escalate issues as needed.
• Collaborate with brokers and custodians on international trade settlement issues.

Skills

Trading operations

Communication skills

Analytical skills

Attention to detail

Time management

Excel proficiency

Education

Bachelor's degree in Business/Finance

Tools

Charles River Order Management systems

Collateral Management Systems

DTCC CTM/Alert

Clearpar

Job description

CI Financial offers a role focused on trade operations, order generation for trading, and post-trade support. You will work with portfolio managers, traders, and compliance to manage settlements and reconciliations across multiple asset classes.

The position emphasizes accuracy, risk reduction, and collaboration with global brokers and custodians, with a base salary range and eligibility for a bonus program. CI Financial supports a comprehensive benefits package.