Team Leader - CMB

Crédit Agricole Group; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a candidate for a managerial role overseeing daily operations in CMB at their Montreal location. The role involves significant interaction with staff and management in various locations, alongside providing optimization and efficiency improvements in processes.

Qualifications

• Knowledge of US and Capital Markets securities and products.
• Experience in a managerial or oversight role within operations.

Responsibilities

• Oversee CMB Operations staff including engagement and mentoring.
• Act as the local point of contact for escalations and business continuity.
• Support local staff with day-to-day operations and process optimization.

Skills

Trade Support

International Settlements

Corporate Actions

Reconciliation

Control

Process Optimization

Continuous Improvement

Job description

Responsible for oversight of the day-to-day support functions performed in CASO (Montreal)-CMO-CMB Operations (as an extension of the NY CMB Operations Team). This includes but is not limited to Support functions covering Trade Support, International Settlements, Corporate Actions, Reconciliation and Control.

Key Responsibilities

• Day to day oversight of CMB Operations staff located in CASO including but not limited to staff engagement, attendance, direction, mentoring, and general guidance.
• Act as point person locally and in the case of escalations, Business Continuity, and all matters of severity.
• Individual will need to fully understand all the flows related to the processes supported in CASO-CMO-CMB and provide local staff with daily support with these functions.
• Better than baseline knowledge of the products their direct reports cover day to day, including Trade Support, International Settlements, Corporate Actions, Extended Back Office and Reconciliation/Control.
  Knowledge of US Financial Markets/Capital Markets securities and products.
• Prompt escalation of any urgent matters to the management team both locally, and functionally.
• Liaise with Operations Management in Paris and NY and serve as key SME for the CASO location as such.
• Contribute in process optimization, driving continuous improvement and supporting automation and projects to enhance operational efficiency
  

Secondary Duties:

• General oversight when called upon for the other aspects of the department and operation
• Ensure proper and applicable cross training to assist department members with day-to-day workload and vacation coverage.
  

Management and Reporting

• Reporting to management any escalations or anomalies based on severity.
• Daily reporting of open trades and unmatched trades to escalate for timely settlement.

Key Internal contacts

• CASO Management, CA CMB Management in NY along with any ancillary teams and functions.

Key External contacts

• Vendors, service providers, etc. as needed.