Associate, Trader, Securities Finance

CPP Investments; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global investment firm in London is seeking an Associate in the Balance Sheet, Capital, and Liquidity Management team. This role involves supporting trade execution, liquidity oversight, and collaborating with both internal and external partners in capital markets. Candidates should have an undergraduate degree and relevant experience in Treasury or financing desks. This position offers opportunities to make a significant impact within a dynamic environment.

Qualifications

• Work experience in buy-side Treasury/Portfolio Finance or sell-side financing desks.
• Knowledge of financing and collateral products such as Stock Loan and Repo.
• Excellent communication and presentation skills.

Responsibilities

• Provide London time zone coverage for securities finance desk.
• Oversee cross-asset financing activities and assist in implementing leverage goals.
• Conduct daily portfolio management and prepare regular reports for stakeholders.

Skills

Buy-side Treasury/Portfolio Finance experience

Communication skills

Understanding of capital markets

Education

Undergraduate degree in a relevant field

Job description

As an Associate in the Balance Sheet, Capital, and Liquidity Management (BCLM) team within the Total Fund Management (TFM) department, you will support execution of trades, liquidity oversight, and balance sheet management. The role is based in London and involves close collaboration with both internal teams and external market participants. The majority of the BCLM team are based in Toronto, with a satellite team in London.

Responsibilities

• Provide London time zone coverage for securities finance desk and other BCLM activities
• Be a key representative of BCLM in London at external dealer meetings and internal meetings/event
• Oversee and optimize cross-asset financing activities across synthetic and physical securities.
• Assist in implementing leverage goals through secured borrowings (equity swaps, securities lending, repo, cash prime).
• Conduct daily portfolio management (re-rates, dividend monitoring, recalls, corporate action elections).
• Manage lifecycle and rebalancing of equity total return swaps.
• Build and maintain strong external relationships across asset classes and regions.
• Collaborate with internal Portfolio Managers to align fund positioning with board and management limits.
• Reconcile P&L with investment operations across multiple portfolios.
• Prepare regular reports (weekly, monthly) for internal stakeholders.
• Support investment teams with trade ideas, data requests, and market insights.
• Contribute to projects on portfolio management, trade execution, and market structure.

Qualifications

• Undergraduate degree in a relevant field.
• Work experience in buy-side Treasury/Portfolio Finance or relevant sell-side financing desks (Prime Brokerage, Repo, Delta One).
• Knowledge of financing and collateral products (Stock Loan, Repo, Prime Brokerage, Total Return Swaps).
• Strong interest in capital markets and investment management.
• Excellent communication and presentation skills with ability to work independently.
• Understanding of prudential regulation and liquidity/collateral frameworks preferred, but not required.

Make an impact at a global and dynamic investment organization