Specialist, Trade Support

Connor, Clark & Lunn Financial Group (CC&L); Greater London; On-site; GBP 42,000 - 54,000; Full time

Job summary

CC&L Financial Group in London seeks a Trade Support Specialist to join the Trade Support Group. You will participate in post-trade processing, ensuring accurate trade matching, allocation and settlement across multiple markets, and support onboarding of new clients.

You will interact with brokers and custodians worldwide, leverage advanced systems, and contribute to reporting and process improvements within a dynamic, fast-paced environment.

Qualifications

• Degree in Finance, Business or related field.
• Minimum of 1 year of related working experience.
• Advanced Excel skills; ability to learn new systems quickly.
• Experience with Charles River Trade Order Management is a plus.
• Experience with DTCC Central Trade Manager is an asset.
• Experience with SWIFT messaging protocols is an asset.
• Analytical mindset; identify root causes and support problem solving.

Responsibilities

• Use leading technologies and systems to ensure smooth operation of post-trade processes, focusing on equities.
• Support post-trade from trade matching to settlement.
• Coordinate with brokers and custodians worldwide to facilitate settlement in 60+ countries.
• Assist with quarterly commission reporting and soft-dollar budgeting.
• Undertake other duties as assigned.

Skills

Finance degree

1 year experience

MS Excel

Charles River Trade Order Management

DTCC Central Trade Manager

SWIFT messaging

Analytical mindset

Team-oriented

Detail-oriented

Education

Finance, Business or related field

Tools

Charles River OMS

DTCC Central Trade Manager

SWIFT protocols

Job description

We are looking for a Trade Support Specialist 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 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.

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. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation.

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.