Senior Associate, Asset Mix and Trading

Connor, Clark & Lunn group; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

Connor, Clark & Lunn Private Capital Ltd. in Toronto/Vancouver is seeking a Senior Associate for our Asset Mix and Trading team with a focus on trading and portfolio management.

You will work closely with the Manager of the Asset Mix & Trading team on client analysis and differentiated trading. The role combines our trading and execution practices with initiatives to enhance our product base for private clients.

Qualifications

• 2+ years of experience in financial services or risk management.
• Strong knowledge of capital markets and financial products (RRSPs, TFSAs, etc.).
• Advanced Excel and data manipulation skills.
• Experience with AI-assisted workflows is a plus.
• Familiarity with Salesforce, Charles River, and KDB is a plus.
• Bachelor’s degree in Finance, Accounting, Economics, Engineering, Math, CS, or related field.
• Strong communication and collaboration skills.
• Ownership mindset with a drive for innovation.

Responsibilities

• Execute pooled fund trades and oversee SEG trading.
• Perform asset mix and cash flow trades per SIPs.
• Provide client analysis and portfolio management for standard and custom mandates.
• Engage in differentiated trading including derivatives and alternatives.
• Coordinate with internal teams on data integrity and trade issues.
• Support collateral management for derivative trading.
• Assist cash management and monitoring for Alternative investment trusts.
• Monitor client account constraints and related PM considerations.

Skills

Capital markets

Financial concepts

Advanced Excel

AI-assisted workflows

Salesforce

Communication

Collaboration

Ownership mindset

Education

Bachelor’s degree in Finance, Accounting, Economics, Engineering, Math, CS, or related field

Tools

Salesforce

Charles River

KDB

Job description

Connor, Clark & Lunn Private Capital Ltd. · Toronto · Vancouver

Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candidate would work closely with the Manager of the Asset Mix & Trading team on client analysis, differentiated trading, Alternative investment management, as well as custom account Portfolio Management. The role will combine CC&L Private Capital Trading & Execution practices along with initiatives that we are enabling to enhance our differentiated product base to provide value for our private clients. You’ll work in a collaborative environment across the organization—supported by internal Private Capital and cross functional teams. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

• Pooled fund trade execution and oversight (including specialized SEG trading)
• Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
• Client analysis and Portfolio Management practices of standard and custom mandates
• Differentiated trading including but not limited to derivatives trading, SEG trading, Alternative Investment Capital call trading
• Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
• Contribute to collateral management for derivative trading
• Assist with cash management and monitoring for Alternative investment trusts
• Support client account constraint monitoring and related Portfolio Management considerations

What You Bring

• 2+ years’ experience in financial services or risk management, or in a related industry
• Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
• Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
• Experience using AI-assisted workflows would be an asset
• Experience with Salesforce, Charles River, KDB, would be an asset
• Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
• Functional/technical expertise, communication, collaboration
• Ownership, growth mindset, continuous improvement & innovation

The salary range for this position is $80,000 - $110,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.