Senior Trade Support Analyst, Investment Operations

AGF; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Trade Support Analyst to enhance its Investment Operations team. This role involves monitoring and supporting trading applications, resolving issues, and ensuring efficient operations. The ideal candidate will possess robust knowledge of Bloomberg applications, SQL, and investment management. You will play a crucial role in improving user experience and operational efficiency while collaborating with various teams. If you thrive in a dynamic environment and are passionate about client service, this opportunity is perfect for you to make a significant impact.

Qualifications

• 2-5 years in Front Office Trade Support in BUY-SIDE Trade Operations.
• Advanced knowledge of trading systems and workflows.

Responsibilities

• Monitor and support Investment Trading function and systems.
• Provide front-line support for trading platforms and resolve issues.

Skills

Bloomberg Professional Applications

SQL/Oracle queries

MS Office (Excel)

Investment management knowledge

Customer service orientation

Analytical skills

Negotiation skills

Tools

Bloomberg AIM

Eagle

Barraone

BNY Mellon Nexen

SS&C

Job description

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Team:

Investment Operations serves as a control point between the Front Office (Investment Management and Trading Teams) and the Back-Office Counterparties (Brokers, Issuers). The work is varied and structured in a few hour blocks of tasks with broad exposure across the Operations, Investment and Trading departments.

About the Role:

Reporting to the Manager of Application Support, the Senior Trade Support Analyst – Investment Operations will monitor and support all aspects of the Investment Trading function, including but not limited to trading application user support, daily cash & asset reconciliations, corporate actions processing, trade processing and corrections, securities setup and security master data support, audit support; plus liaise with vendor for troubleshooting and administration of application configuration in addition to providing general support to client groups as well as participate in new product launches and ad-hoc projects.

Your Responsibilities:

• Overall day-to-day responsibility for operational support and monitoring of all aspects of the Investment Operations trading system and processes.
• Provide front-line support for the trading and analytics platform, Bloomberg AIM and Bloomberg PORT, as well as downstream applications such as Eagle and Barraone.
• Responsible for timely and efficient resolution of issues with specified Investment Operations systems, in particular Bloomberg AIM.
• Support the daily ETF processes, including ETF Order Approval and Processing, and End of Day Basket Reconciliation.
• Contribute to ongoing enhancement of user experience through understanding the business model, business rules etc.
• Track vendor related issues from discovery to resolution; monitor Issue logs to ensure all issues are addressed and escalated appropriately.
• Apply analytical skills to identify root cause of issues, achieve effective problem resolution and to deliver viable solutions. Anticipate obstacles and execute proactive approach to issues.
• Identify opportunities to increase efficiency in existing processes and workflows.
• Ensure all workflows and processes are documented and that documentation is regularly reviewed and updated.
• Assist the manager in providing additional oversight of daily processes, tasks and requests to ensure issues are addressed and resolved in a timely manner.
• Provide additional support and assistance in the onboarding of new initiatives and projects.
• Build and maintain positive working relationships within the team, through regular communication, information sharing and collaboration on problem solving.
• Customer Service oriented, placing high priority on responsive and timely follow-up to user base with status updates.
• Provide 2nd level support on overnight system processing as issues arise.
• Liaise and collaborate with other teams and departments to facilitate end-to-end solutions to user issues.

Your Qualifications:

• 2-5 years of experience in Front Office Trade Support, ideally in a BUY-SIDE Trade Operations organization.
• Advanced knowledge of BUY-SIDE Trading systems and workflows, with extensive experience using Bloomberg Professional Applications (AIM, TOMS, PORT Plus/Enterprise), BNY Mellon Nexen and SS&C would be an asset.
• Advanced knowledge of varied market instruments and their trading life cycle, including Domestic and International Equities, FI Instruments, Exchange Trade Funds, Currency Forwards, Options, Credit Default Swaps, Total Return Swaps, Term Loans.
• Advanced knowledge in MS Office (specifically Excel formulas, macros & VBA).
• Strong knowledge and experience with writing SQL/Oracle queries, strong comprehension of relational databases.
• Strong Investment management, Mutual Fund and ETF product knowledge.
• Strong Investment data knowledge, specifically in financial instrument data attributes, Security Master data.
• Technical literacy: able to understand complex issues and translate these issues down to the lowest common denominator.
• Demonstrated experience in adding operational efficiencies at the process and systems level.
• Service minded and client oriented.
• Strong negotiation and influencing skills.

Your Competencies:

• Possess a strong teamwork and collaborative attitude to work effectively with others in a collaborative environment.
• Ability to work independently, under tight timelines, with great attention to detail.
• Self-motivated and positive attitude.
• Strong customer service focus.
• Excellent problem-solving skills.
• Ability to handle stressful situations, with time-sensitive deadlines.
• Results oriented: focused on getting things done within defined timelines with tangible and measurable deliverables.
• Relationship Building: able to build, maintain and manage strong relationships with investment managers, analysts, and other Investment Operations teams.

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.