Portfolio Trading Operations Specialist

3 days ago


Ottawa, Ontario, Canada CI Financial Company Full time

**Job Overview:**

We are looking for a highly skilled Portfolio Trading Operations Specialist to join our operations team at CI Financial Company. This role involves providing daily trading operations support to our portfolio management teams and working closely with them to achieve their goals.

Main Responsibilities:

  • Support the day-to-day trading operations for multiple portfolio management groups within CI Financial Company.
  • Work closely with portfolio managers to manage and re-balance portfolios in accordance with their models.
  • Monitor cash levels in portfolios and address any issues promptly.
  • Act as a liaison between portfolio management teams and other internal stakeholders.
  • Develop and maintain processes to improve trading operations efficiency and accuracy.

About You:

  • Bachelor's degree in Business, Finance, or a related field.
  • At least 3 years of experience in middle office trading operations, preferably in a similar role.
  • Strong technical skills, including proficiency in Charles River Order Management systems.
  • Excellent communication and problem-solving skills.

Our Benefits:

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A comprehensive benefits package, including health insurance and retirement plan.
  • A flexible work environment that supports work-life balance.


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