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Clearing and Settlement Specialist

2 months ago

Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full time
About the Role

The Global Banking Technology & Operations (GBTO) team at SGS Société Générale de Surveillance SA is responsible for delivering day-to-day services to our investment and corporate bank units and their clients. Our goal is to accelerate their transformation by leveraging technology and data culture, shortening decision-making processes, and adopting an industrial approach.

The Operations Department is responsible for the middle and back-office functions for all our business lines. We ensure the proper functioning of operational, administrative, and financial processes for market transactions initiated by our business lines. Additionally, we ensure that controls surrounding transactional processes are in line with financial rules in place.

Key Responsibilities
  • Settlement of fixed income, equity, and option products in the Canadian and Global markets.
  • Reconciliation of cash positions and stock records between custodian/clearing agents/banks and in-house systems.
  • Reconciliation of all suspense and control accounts.
  • KPI/KRI reporting with full details around root cause and resolution.
  • Continuous efforts to resolve all breaks, including fails with counterparts.
  • Flexibility to work between 8:00am and 7:00pm, with occasional overtime and late shifts.
Requirements
  • Proficiency with clearing and settlements tools and systems.
  • Proficient in Microsoft Excel, Word, and Outlook.
Preferred Qualifications
  • Canadian Regulatory/Compliance experience.
  • Knowledge of broker/dealer operations.
  • Experience documenting front-to-back systems flows.
Competencies
  • Bachelor's degree in business (Finance, Accounting, Economics, Marketing, or related field), or equivalent.
  • 3-7 years related experience.
  • Understanding of trade flow and products for fixed income, equities, and options.
  • Ability to multitask and meet deadlines.
  • Ability to advise and escalate on issues when necessary.
  • Ability to work together with counterparts, customers, other departments, and outside vendors.
  • Comprehensive knowledge of processing domestic and international settlements.
  • Strong communication skills, written and verbal.
  • Good inter-personal and partnering skills, a 'team-player'.
  • Ability to prioritize and work in a dynamic environment.
Languages

English is the primary language for this role, with the ability to communicate in French also being a requirement.

This position requires the ability to collaborate regularly with colleagues and partners in the United States. Due to US Federal Securities law, candidates will be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ('FINRA').

Benefits
  • Minimum of 20 Vacation days + 4 personal days.
  • Supportive Maternity, paternity, parental, and adoption leave policy.
  • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories.
  • Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family.
  • Various Employee Resource Groups (ERG) to engage with.
  • A culture of continuous development by encouraging our employees various training programs.
Culture

At SGS Société Générale de Surveillance SA, we live by our 4 core values of commitment, responsibility, team spirit, and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes.

We are committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.

Work Environment

SGS Société Générale de Surveillance SA offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.