Senior Investment Operations Analyst - Derivatives

Robert Walters Canada; Toronto; Hybrid; CAD 85,000 - 90,000; Full time

Job summary

A reputable investment firm in Toronto is seeking an experienced investment operations analyst to manage post-trade activities for derivatives, ensuring efficiency in operations. The role requires a strong background in trading operations, particularly with OTC products, and emphasizes collaboration within teams. Candidates should have at least 2 years of relevant experience and an undergraduate degree in finance or a related field. This position offers a competitive salary and hybrid work environment.

Benefits

Cash bonus of CAD 15-20K annually

Flexible work environment

Professional development opportunities

Qualifications

• 2+ years’ experience in trading operations with focus on derivatives.
• Proven understanding of listed and OTC derivatives markets.
• Self-motivated with the ability to work independently.

Responsibilities

• Manage post-trade lifecycle for derivative instruments.
• Oversee trade capture and settlement processes.
• Act as primary operations contact for portfolio managers.

Skills

Derivatives expertise

Quantitative analysis

Attention to detail

Interpersonal skills

Education

Undergraduate degree in business, accounting or finance

Tools

Excel

Word

OMS platforms

Trade matching platforms (DTCC)

Job description

Overview

An exceptional opportunity has arisen for an experienced investment operations analyst to join one of Canada’s reputed investment firms, based in Toronto. Reporting to the Director of Operations, this role offers the chance to work within a highly respected organisation managing a multi-billion CAD portfolio across multiple asset classes. Your expertise in derivatives and post-trade operations will be valued and developed.

You will play a pivotal part in ensuring seamless post-trade execution across a diverse range of derivative instruments, collaborating closely with trading and portfolio management teams, and external partners. The firm is committed to fostering an inclusive and supportive workplace. A collaborative approach that values teamwork alongside individual initiative will drive success in this environment.

What you\'ll do:

• Manage the entire post-trade lifecycle for an array of derivative instruments including futures, options, interest rate swaps, credit default swaps, FX forwards, and other OTC products.
• Oversee timely and accurate trade capture, affirmation, matching (such as DTCC Omega), and settlement processes.
• Support collateral management processes and trades across multiple asset classes such as fixed income, equities, FX, and commodities while maintaining familiarity with global market conventions and cutoffs.
• Act as the primary operations contact for Portfolio Managers and Traders, and collaborate closely with Fund Accounting and NAV Control teams.
• Identify and analyse operational incidents, implement robust control measures to mitigate risks.
• Contribute to system upgrades and automation initiatives and lead or participate actively in cross-functional projects including system implementations, workflow automation, and onboarding new products.

What you bring:

• Undergraduate degree in business, accounting or finance is mandatory
• Completion of relevant industry courses would be considered an asset.
• Demonstrated 2+ years’ experience in trading operations with significant focus on derivatives within a capital markets operations, or investment management or broker/dealer environment is a must.
• Proven understanding of listed and OTC derivatives markets including their operational nuances is a must have.
• Proficiency using Excel and Word is required; experience working with OMS platforms, trade matching platforms (like DTCC) is required.
• Excellent interpersonal skills combined with clear communication abilities, meticulous attention to detail, proven aptitude for quantitative analysis and qualitative problem solving is expected.
• Self-motivation coupled with the ability to work independently under minimal supervision is important.
• Full Canadian working rights are required.

Note: These requirements are essential for your success in this position.

What\'s next:

If you are ready to take your career forward by joining a respected investment firm where your expertise can truly shine, this is your moment.

About the job

Contract Type: Perm

Specialism: Finance & Operations

Salary: CAD 85,000 - CAD 90,000 per year + CAD 15-20K cash bonus - Annual

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Toronto, Ontario

Job Reference: Y5RERI-536009EB

Date posted: August 29, 2025

Consultant: Nupur Gill