- About the Role
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- About Connor, Clark & Lunn F…

The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L;’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Functions include matching trade allocations with CC&L;’s brokers using a central trade‐matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintaining client settlement instructions, assisting in the onboarding of current clients and liaising with other teams on projects. This is a fantastic opportunity to be part of an operational team whose scope and importance continues to grow. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed.

The Trade Support

Specialist role is a critical part of our firm’s success and is a challenging and rewarding role for the right individual. In this role, you will experience the inner workings of the asset management world and will have the opportunity to advance your skills for future growth and development within CC&L.;

What Will You Do A Trade Support Specialist is responsible for the post execution processing of the security transactions executed on behalf of our clients. You play a crucial role ensuring the smooth operation of the post‐trade process using leading technologies and systems. The skills and experience you garner during your time on the team will provide foundational knowledge that will be invaluable for your entire career.

Role

You will learn the post trade process from front to back, including security settlements, derivatives, collateral management, and asset transfers. In this role, you will:

- Use leading technologies and systems to ensure a smooth operation of the post-trade processes
- Support the entire post-trade process from front to back, including trade matching, allocation, transmission, and trade settlement, including but not limited to derivatives, collateral management, and asset transfers
- Managing collateral obligations with Brokers and Portfolio Managers
- Maintaining and improving our Trade Support processes, systems and data in order to maximize efficiency and minimize risk
- Set up for new accounts and products in relevant internal systems and at 3rd party brokers

What Will You Bring To be successful in this role, you will have the following skills & competencies:

- Education – You have a degree in Finance, Business or a related field. Enrollment in a relevant designation, such as the CFA, is considered an asset.
- Industry Knowledge – a minimum of 2 years of related working experience, preferably with an institutional money manager/ asset management firm or in a similar environment.
- Advanced computer skills with an emphasis on MS Excel as well as a demonstrated ability to learn new systems quickly is critical
- Experience with Charles River’s Trade Order Management system is an asset
- Experience with the DTCC’s Central Trade Manager is an asset
- Experience with SWIFT messaging protocols is an asset
- Experience with Traiana Harmony trade matching software is an asset

- Problem Solver – You possess an analytical mindset and able to deduce the root cause of issues and are able to support peers to improve their problem solving and critical thinking during issue escalation.
- Collaborator ‐ You are committed to contributing and supporting a team of like‐minded individuals who are driven and have high standards.
- Positive Attitude ‐You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go‐getter.”




- Self‐Motivated – You have a passion for advancing the robustness, quality, scale and efficiency of processes and are able to take ownership of multiple processes with keen attention to detail. What excites you are fast‐ paced operational environments, coordinating your own objectives, but also supporting peers in accomplishing team and corporate objectives.
- Continuous Process Improvement Mindset – You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects. You see yourself as highly productive team member that executes on projects, self‐sufficiently and tenaciously pushes through problems and roadblocks in project implementation. Experience managing large complex projects with many stakeholders and project team members is an asset.

Operational excellence is important to you. You are not only talented by hard working. You bring a high pace of execution on projects but also take pride in crucial day‐to‐day operations. Relationships are important to you, and you understand building them improves the quality and throughput of results.

Apply Now

Thank you for applying.

Your application has been received - we appreciate the time and effort you put into submitting your application.

Our Talent

Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we’re looking for in this role. In the meantime, feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Financial Group!

- Working at CC&L; | CC&L; Financial Group Ltd. Warm Regards, The Talent Acquisition Team

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I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L; processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.





I acknowledge that I have read and understood the CC&L; Financial Group Privacy Policy.

Review and acknowledge how we handle your data The CC&L; Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing.

In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment. We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law.

Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law. Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws. You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format.

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What is your current location? At CC&L; Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L; Financial Group and our multi-boutique family of affiliate firms collectively manage over $222 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

It’s a place where you can grow your skills and contribute to our business.

Learn more by exploring our website: www.cclgroup.com

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