Trade Management Team Lead (Equities)

Amundi; Dublin; Hybrid; EUR 70,000 - 90,000; Full time

Job summary

Amundi Ireland is seeking a proactive Team Lead to join the Trade Management Team, overseeing guidance for trade matching and settlement across equity transactions. You will coordinate workflow from capture to settlement, liaise with brokers, traders and custodians, and drive process improvements and KPI tracking.

Ideal candidates bring 5+ years in trade matching/settlement, strong leadership and communication skills, and a proactive approach to solving issues while meeting tight deadlines.

Qualifications

• Minimum 5 years of experience in trade matching and settlement.
• Good knowledge of SWIFT and settlement workflows.
• Understanding lifecycle of a trade and NAV calculation implications.
• Knowledge of OMGEO and Alert desirable.
• Fluent English; French an added benefit.

Responsibilities

• Lead and support a team of Trade Management Specialists, reporting to the team manager.
• Act as main point of contact for queries and escalations.
• Ensure tasks are organised, deadlines set, and workload monitored.
• Represent the team in internal and external meetings.
• Manage annual leave and absence within the team.
• Provide feedback and annual appraisals with management.
• Monitor the equity trading flow from start to finish and drive improvements.
• Update internal procedures and KPIs as needed.
• Participate in core projects locally and globally.
• Liaise with brokers and traders to resolve trade-related issues.
• Monitor settlement status and investigate issues with brokers or custodians.
• Ensure new funds are correctly set up in the trading system.
• Onboard new approved brokers and coordinate with Compliance and Risk teams.
• Build relationships with custodians, fund accountants and brokers.

Skills

Team leadership

Leadership

Organization

Planning

Communication

Interpersonal skills

Problem solving

Attention to detail

Motivation

Flexibility

Deadlines

Team player

Collaboration

Commitment

Effective communicator

Education

Experience requirement

Job description

Who we are looking for

We are looking for a highly motivated individual to join a dynamic and growing company.

Why this role is important to us

The Trade Management Team support Investments with the trading process and act as an intermediary between the Trading desks and the Back office functions. The team monitor and oversee the Trade Matching and Settlement process for all Equity transactions including Convertible Bonds and ETF.This is a key role in the organisation to ensure the investment decisions are accurately and timely reflected in the NAV of our funds.

Team Lead responsibilities

• Team leader for a team of Trade Management Specialists, reporting into the team manager.
• Act as main point of contact for team members for queries and escalations as required.
• Ensure the team is organised to complete the required tasks, delegate tasks and set deadlines, monitor workload across the team, and identify training requirements and progress.
• Represent the team in key internal and external meetings.
• Manage annual leave requests and absence within the team.
• Provide feedback and annual appraisals for team members in conjunction with management.
• Monitor and Control the Equity trading flow from start to finish. Identify process weaknesses and assist in implementing improvements.
• Update and Review internal procedures and KPI's as necessary.
• Participate in core projects both locally and globally as required.

Additional responsibilities

• Liaise with brokers directly to ensure any trade related issues are resolved.
• Liaise with the traders and escalat issues with brokers as required.
• Monitor the settlement status of all trades investigating any highlighted issues with brokers or custodians directly.
• Ensure any new funds are correctly setup within the trading system and any fund changes are correctly reflected both internally and on external platforms.
• Setup any new approved brokers in the Trading System.
• Work with Compliance, Risk, Client Services and any other internal support teams to resolve queries or issues related to the Trade flow.
• Build and maintain relationships with all third parties involved with the trading and settlement process including Custodians, Fund accountants and brokers.
• Participate and contribute with any broker or third parties reviews to ensure any problems are discussed and resolved
• Investigate and resolve any interest claims which have arisen as a result of problems with the trade flow.
• Participate in core projects both locally and globally as required.

What we value for the role

• Experience in team leader role.
• Good leadership qualities.
• Organization and planning.

• Excellentcommunication and interpersonal skills.

• Problem solving and attention to detail.
• Strong motivation.
• Flexibility to work in changing work environments and meet tight deadlines.
• Reliable team contributor with a positive attitude
• Collaborative mindset
• Commitment to the overall success of the team
• Effective communicator in team settings

Education & Preferred Qualifications

• Minimum 5 years of experience and relevant qualifications.
• Previous experience in Trade Matching and Settlement role with good knowledge of swift and settlement workflows.
• Understanding of the lifecycle of a trade and implications with the NAV calculation process
• Knowledge of OMGEO and Alert desirable.
• Fluent English. French an added benefit (not a requirement)

About Amundi

What we do.

With close to 5,500 team members, and market experts in 35 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundimanages2.224 trillioneuros of assetsacrosssix main investment hubs.

What we offer.

We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. We offer a hybrid working arrangement, along with other great benefits. As a member of our team your comprehensive benefits package includes a range of developmental programmes to help you reach your full potential comprising of a mentorship programme, educational sponsorships and professional memberships. In addition, we facilitate opportunities for cross-functional and geographical internal mobility.

Inclusion, Diversity and Social & Societal Responsibility.

We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aim to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women's Network, Charity Committee and Mental Health Champions.