Senior Portfolio Trading Associate
3 weeks ago
At CI Financial, we're looking for a skilled Portfolio Trading Associate to join our team. This role is responsible for providing daily trading operations support to our Portfolio Management groups, ensuring timely order generation processing and settlement of various asset classes.
Key Responsibilities- Provide daily trading operations support to Portfolio Management groups
- Manage, maintain, and re-balance portfolios in accordance with portfolio manager's model
- Monitor cash levels in portfolios and investigate any issues
- Communicate trade allocations across all markets to brokers, custodians, and clients
- Act as a point of contact for post-trade settlement discrepancies and downstream Performance and Risk applications tools
- Bachelor's degree in Business, Finance, or related field
- 3-5 years of middle office experience in the industry, preferably in a similar position
- Advanced knowledge and experience with Charles River Order Management systems
- Experience with Collateral Management Systems, SSCNet, Omgeo Alert, Clearpar, and other market products for trade matching and settlements
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We're committed to providing individuals and institutions with the highest-quality investments and advice.
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Senior Portfolio Trading Associate
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Portfolio Trading Associate, you will play a critical role in supporting our Portfolio Management teams in generating orders, rebalancing portfolios, and ensuring timely settlement of various asset classes.Key Responsibilities:Provide daily...
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Senior Portfolio Trading Associate
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're looking for a skilled Portfolio Trading Associate to join our team. As a key member of our trading operations team, you'll be responsible for providing daily trading operations support to our Portfolio Management groups. This will involve close communication with Portfolio Managers, Traders, and Compliance teams to ensure timely order...
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Senior Portfolio Trading Associate
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're seeking a skilled Portfolio Trading Associate to join our team. This role is responsible for providing daily trading operations support to our Portfolio Management groups, ensuring timely order generation processing and settlement of various asset classes.Key Responsibilities:Manage and maintain portfolios in accordance with portfolio...
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Senior Portfolio Associate
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Senior Portfolio Trading Associate
3 days ago
Toronto, Ontario, Canada CI Financial Full timeCompany Overview:CI Financial is a leading global wealth management and asset management advisory services company. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors.About This Role:We are seeking an experienced Senior Portfolio Trading Associate to join our team in this key position. As a...
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Senior Portfolio Associate
3 weeks ago
Toronto, Ontario, Canada niche recruitment Full timeJob SummaryThe Senior/Client Services Associate is a key member of our team, responsible for supporting Portfolio Managers in their day-to-day activities and serving as their first point of contact for task execution and client correspondence. This role involves assisting with building portfolio proposals for prospective clients, servicing exempt market...
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Senior Portfolio Associate
4 weeks ago
Toronto, Ontario, Canada niche recruitment Full timeJob SummaryThe Senior/Client Services Associate is a key member of our team, responsible for supporting Portfolio Managers in their day-to-day activities and serving as their first point of contact for task execution and client correspondence. This role involves assisting with building portfolio proposals for prospective clients, servicing exempt market...
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Trading Portfolio Operations Specialist
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