Analyst, Trade Support

Connor, Clark & Lunn Financial Group (CC&L); Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) is looking for a Trade Support Analyst to join the Trade Support Group in London. This role involves ensuring efficient post-trade processing, interacting with brokers and custodians worldwide, and supporting the onboarding of new clients. The ideal candidate will have a degree in Finance or Business and at least 2 years of relevant experience.

Advanced Excel skills and an analytical mindset are crucial, along with experience in various trade management systems. CC&L values diversity and is an equal opportunity employer.

Qualifications

• Minimum 2+ years of experience in a related role.
• Experience with institutional money managers preferred.
• Ability to learn new systems quickly.

Responsibilities

• Ensure smooth operation of post-trade processes.
• Support trade matching, allocation, and settlement.
• Interact with brokers and custodians globally.

Skills

Advanced computer skills (MS Excel)

Analytical mindset

Communication skills

Problem solving skills

Education

Degree in Finance, Business or related field

Tools

Charles River Trade Order Management

DTCC Central Trade Manager

SWIFT messaging protocols

Job description

We are looking for a Trade Support Analyst to join our London-based Trade Support Group. The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post-trade processing for client’s portfolios. Functions include matching trade allocations with CC&L’s brokers using a central trade‑matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintain client settlement instructions, assisting in the onboarding of new clients and liaising with other teams on projects. This is a fantastic opportunity to be part of an operational team whose scope and importance continues to grow.

What You Will Do

• Use leading technologies and systems to ensure smooth operation of the post-trade process, with a focus on equities
• Support the post-trade process from beginning to end, including trade matching, allocation, transmission, and settlement
• Interact with various brokers and custodians around the globe to facilitate trade settlement in over 60 different countries
• Assist with quarterly commission reporting and soft-dollar budgeting
• Any other duties as assigned from time to time

What You Bring

• You have a degree in Finance, Business or a related field.
• A minimum of 2+ years of related working experience, preferably with an institutional money manager or in a similar environment.
• Advanced computer skills with an emphasis on MS Excel as well as a demonstrated ability to learn new systems quickly is critical
• Experience with Charles River’s Trade Order Management system is an asset
• Experience with the DTCC’s Central Trade Manager is an asset
• Experience with SWIFT messaging protocols is an asset
• You possess an analytical mindset and able to deduce the root cause of issues and are able to support peers to improve their problem solving and critical thinking during issue escalation.
• You are committed to contributing and supporting a team of like‑minded individuals who are driven and have high standards.
• You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go‑getter.”
• You have a passion for advancing the robustness, quality, scale and efficiency of processes and are able to take ownership of multiple processes with keen attention to detail. What excites you are fast‑paced operational environments, coordinating your own objectives, but also supporting peers in accomplishing team and corporate objectives.
• You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects. You see yourself as highly productive team member that executes on projects, self‑sufficiently and tenaciously pushes through problems and roadblocks in project implementation. Experience managing large complex projects with many stakeholders and project team members is an asset.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.