Associate - Credit and IRD Sales Support MO

3 weeks ago

Montreal, Canada Groom Associes Full time
This is a French international banking group and the world's largest cooperative financial institution.

Nearly 8,600 employees across Europe, the Americas, Asia-Pacific, the Middle East and North Africa support their clients, meeting their financial needs throughout the world. This bank offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.

They are near-shoring from their New York office and moving their operations to Montreal which is exciting news This a chance to join a very stable environment as these roles already existed in New York before the move. They have a number of positions to fill and are hoping many will be excited to be a part of their new start in Montreal.

Title: Associate - Dividends & Corporate Actions Processing
Location: Montreal
Work model: Hybrid, 2-3 days remote work allowed
Type of position: Full time, permanent OR contract-to permanent
Salary: 95k. 4-5 weeks vacation. They offer a great benefits package. RRSP matching, you contribute 2% and they contribute 8%.
The opportunity
  • Allocating and validating trades (and sales credits) in Omega (in house system)
  • Post-Trade allocations in CTM and FIX
  • Coordinating allocation exception management when appropriate
  • Validating allocations in CTM/FIX and processing related confirmations
  • Checking Omega and all trading platforms (Bbg, Tradeweb, Marketaxess) for any outstanding trades that need validation
  • Monitoring Trades pre-confirmation, check trade details (ISIN, hedge amounts, yield, settlement amount and dates) as clients' confirmations and details of account splits are received via e-mail or Bloomberg. Catch any potential errors in the trade details
  • Assisting resolution of BO queries sent to sales
  • Investigating and managing resolution of breaks and failed trades sent by BO and MO teams
  • Ensuring the exhaustiveness of the daily capture in Omega by reconciling Omega with internal and external systems
  • Being the interface between MtM (Middle office) team and sales team
  • Booking of Sales and DCM Markups
  • Client Services:
  • Client liaison and voice confirmations
  • Post trade follow-up (send client the sales recap per the client request\verification that confirmations were sent to golden clients)
  • Work with other NY MO individuals, and liaising with MOs globally and EBO to ensure smooth settlement for international trades (back office)
  • On boarding interface with KYC team
  • Monitoring On boarding process (initiated and managed by salespeople)
  • Identifying funds to be onboarded and assisting completion of sub-account forms for allocations
  • Monitoring correct creation of funds within internal systems
  • Ensure the controls and procedures are developed to support the business and reduce operational risk
  • Service Quality and Processes improvement:
  • Propose and formalise any improvements on controls and procedures
  • Develop efficiency initiatives
  • Compliance and Governance
  • Ensure compliance with CA-CIB CMO and New York governance and organisation directives
  • Promote operational controls and segregation of duties
  • Control and awareness
  • Exert vigilance to unusual or inappropriate (i.e. unusual, un-economic or fraudulent) sale practices
  • Alert management and position control team in case of suspicion of inappropriate (i.e. unusual, un-economic or fraudulent) sale practices or operations
Qualifications:
  • A self-starter who is highly motivated.
  • Bachelor's degree required
  • Experience using DTCC Services tools (CTM, Alert...etc.)
  • Good analytical, organizational and interpersonal skill
  • Spirit of analysis and synthesis
  • Strong attention to details
  • Able to work independently with minimal supervision
  • Ability to communicate fluently and clearly orally and in writing
  • Ability to deal with multiple stakeholders across the globe. Customer oriented.
  • Hard-working, comfortable with multi-tasking and able to work under pressure
  • Mastery of office tools (Excel, Word, Power Point) and easy approach to computer tools
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MONTRÉAL, TORONTO, VANCOUVER, OTTAWA

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360, St. Jacques, Suite G-100
Montreal (Québec) H2Y 1P6

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