Team Lead, Trading

3 weeks ago

Toronto, Canada Purpose Unlimited Full time

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. The company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

Role Summary
The Team Lead, Trading and Portfolio Management is a key member of the Trading and Portfolio Management Operations team that oversees the implementation and monitoring of portfolios and other portfolio management and trading functions. This person will work closely with our Portfolio Manager clients and internal Portfolio Management and Operations Team. This position requires strong technical skills, attention to detail, a positive professional attitude, and the ability to work in a team environment.
This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.

**Responsibilities**:

- Work directly with portfolio managers to resolve trading issues and ensure proper execution and allocation of trades.
- Accurately stage and execute block equity and mutual fund trades.
- Post-trade processing and resolving trade issues promptly.
- Participate in the optimization of portfolio management processes and risk management by performing various analyses.
- Operational projects as needed including identifying workflow and system improvements and working across various internal groups to drive change.
- Leverage Python to implement portfolio rebalancing functions.
- Design, develop, and implement consistent and repeatable desk procedures to be leveraged across internal portfolio management teams and white-label portfolio management firms
- Execute multi-asset trade functions including FX, mutual funds, international equity, debentures, fixed income, domestic equities, and mutual funds.
- Develop and implement risk management procedures to protect PAS from unnecessary risk.

**Qualifications**:

- A Bachelor’s Degree from an accredited university; background in Statistics, Mathematics, Engineering, and/or Finance is preferred but not required.
- Desire to succeed in a Fintech start-up environment.
- Action-oriented, quick to learn and grasp new technology and concepts.
- Ability to manage time effectively, work under pressure, set priorities, and meet deadlines.
- A friendly professional demeanor and ability to excel in a team-oriented environment.
- Excellent communication and organizational skills.
- Strong technical and analytical skills and detail-oriented aptitude.
- Strong proficiency with Microsoft Office suite especially Excel.
- 3-5 years of previous experience in a portfolio management and/or trading environment is preferred but not required.
- Experience in programming is preferred but not required.
- CFA and/or CIM designation is preferred but not required.

Why should you join us?
- We are one of Canada's Top Small & Medium Employers'2023.
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future - Generous Group RRSP matching and TFSA program in Purpose fund.
- We care about your development - We offer training opportunities and tuition support year-round.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

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