Trade Management Analyst

Willis Towers Watson; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in investment solutions is seeking an Analyst to join their Trade Management team in Toronto. The successful candidate will handle various investment operations tasks, ensuring accuracy in trade execution and supporting the trade lifecycle. With strong analytical skills and attention to detail, you will collaborate with experienced professionals, enhancing your career in finance within a hybrid working environment.

Qualifications

• 1–2 years of relevant experience in investment operations or trade support.
• Strong understanding of financial instruments and investment trade lifecycle.
• Proficiency with Microsoft products and effective English communication.

Responsibilities

• Execute investment operations tasks with accuracy and detail.
• Support trade lifecycle processes and monitor trade discrepancies.
• Collaborate with internal teams and contribute to process improvements.

Skills

Attention to detail

Analytical skills

Problem-solving

Organizational skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Investment systems

Job description

WTW is hiring an Analyst to join our Trade Management team in Toronto, supporting our Delegated Investment Solutions (OCIO) business for institutional investors. You'll bring strong attention to detail, a proactive approach to problem-solving, and a solid understanding of the importance of investment operations to help ensure accurate and timely trade execution. In return, you’ll gain exposure to a global institutional investment operations environment, collaborate with experienced professionals, and build a strong foundation for long-term career growth in finance.

The Role

• Execute a variety of investment operations tasks with a high degree of accuracy and attention to detail.
• Support trade lifecycle processes including accurately creating orders for Pooled funds, following up on and recording manager confirmations, and capturing the same detail within our own status management tools.
• Monitor and resolve trade discrepancies, between our records and those of the underlying managers in a timely manner, escalating issues and problem solving as needed.
• Support daily Cash Management oversight
• Support Senior team members with Portfolio transition projects; manage project tasks and dates, chase status updates to ensure timely trade planning and execution. Complete manager account opening documents and manage resulting manager communications.
• Collaborate with internal teams such as Portfolio Management, Middle Office, and Onboarding
• Contribute to the development and implementation of process improvements and automation initiatives.
• Participate in testing and validation of system enhancements or new tools.
• Maintain and update procedural documentation to reflect current processes.
• Build and maintain strong working relationships across the Global Operations group and other internal stakeholders.
• Adapt to new challenges and evolving business needs, seeking clarification from management when necessary.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Qualifications

The Requirements

• 1–2 years of relevant experience in investment operations, trade support, or a similar role.
• Strong understanding and interest in financial instruments
• Familiarity with investment trade lifecycle
• Have a calm but proactive approach to urgent situations
• Excellent analytical and problem-solving skills; proven ability to independently apply logic and reasoning in order to plan and manage tasks to a desired outcome
• A proven keen attention to detail is essential
• Strong organizational skills and ability to manage multiple priorities, with the confidence to communicate challenges
• Strong proficiency with Microsoft products. Excel proficiency is essential.
• Effective English communication skills, both written and verbal.
• Experience with investment systems (e.g., SimCorp or similar OMS) is an asset.
• Demonstrated ability to work collaboratively within a team and across departments.
• Proactive mindset with a willingness to learn the foundational tasks before taking on increasing responsibilities.
• Bachelor’s degree or equivalent
• Hybrid working environment; Tuesday and Wednesday mandatory office days in Toronto

Equal Opportunity Employer

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