High Finance Portfolio Trading Specialist
7 days ago
Ci Financial is a leading global wealth management and asset management advisory services company, driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
SalaryThe estimated salary for this position is $90,000 - $120,000 per year, depending on experience and qualifications. This figure includes benefits such as equipment purchase programs, training reimbursement, paid professional designations, and employee share purchase programs.
Job DescriptionThis role is primarily responsible for providing daily trading operations support from end-to-end, to all portfolio management groups within CI. The successful candidate will be responsible for order generation processing and settlement of various asset classes, including Equities, Fixed Income, and Derivatives. Key tasks include:
- Managing, maintaining, and rebalancing portfolios in accordance with the portfolio manager's model.
- Maintaining cash levels in the portfolios and investigating any issues to ensure sufficient cash at all times.
- Serving as the primary point of contact for portfolio management teams.
- Providing guidance and assistance to team members to build depth and breadth of skills and knowledge.
- Communicating trade allocations across all markets to brokers, custodians, and clients, verifying trades settle on time and researching discrepancies.
To succeed in this role, candidates should possess:
- A bachelor's degree in Business, Finance, or a related field.
- 3-5 years of 'middle office' experience in the industry, preferably in a similar position.
- Completion of, or working towards, a professional designation in finance like the CFA, FRM.
- 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 offers a comprehensive benefits package, including:
- A modern headquarters location within walking distance from Union Station.
- A flexible and hybrid work program.
- Equipment purchase programs.
- Training reimbursement.
- Paid professional designations.
- Employee share purchase programs (ESPP).
- Corporate discount programs.
- Enhanced group benefits.
- Parental leave top-up program.
- Fitness membership discounts.
- Volunteer paid days.
- Complimentary vending machines.
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