Specialist, Trade Support

Connor, Clark & Lunn Financial Group Ltd.; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Connor, Clark & Lunn Financial Group Ltd. in London seeks a Trade Support Specialist to join the Trade Support Group. You will engage in post-trade processing, matching, allocation, and settlement across multiple markets, coordinating with brokers and custodians worldwide.

The role requires a Finance or Business degree and at least 1 year of related experience, with strong MS Excel and a capacity to learn new systems quickly. This is a hybrid opportunity in a dynamic, fast-paced operations team.

Qualifications

• Degree in Finance, Business or related field.
• 1 year of related working experience preferred.
• Advanced Excel skills and ability to learn new systems quickly.

Responsibilities

• Use leading technologies to ensure smooth operation of post-trade process, with focus on equities.
• Support post-trade from start to finish: trade matching, allocation, transmission and settlement.
• Interact with brokers and custodians globally to facilitate settlement in 60+ countries.
• Assist with quarterly commission reporting and soft-dollar budgeting.
• Perform any other duties as assigned.

Skills

Excel proficiency

Analytical thinking

Problem solving

Fast learner

Attention to detail

Education

Finance or Business degree

Tools

Charles River Trade Order Management

DTCC Central Trade Manager

SWIFT protocols

Job description

We are looking for aTrade Support Specialistto 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 1 year 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.

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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.