Overview

The Trading Associate will provide administrative & technical support to Equity Traders and Portfolio Managers. They will collaborate with internal support teams, brokers, and custodians on trade related activities.

Key Responsibilities

• Provide back-up for trading desk, including processing trades and answering phones
• Understand trade workflow and basic compliance issues
• Monitor cash flow in client portfolios
• Execute and trade daily cash flows
• Communicate large cash flow and account changes to portfolio managers
• Input trades to rebalance portfolios which are not in line with the model portfolios
• Maintain trading models on the internal system
• Reconcile trade transmission to ensure that all trades have been uploaded to brokers and custodians
• Assist Operations team with investigating trade discrepancies
• Serve as a liaison between Portfolio Managers and the Settlements team in handling corporate action instructions.
• Compile ad-hoc reports to facilitate marketing, compliance, and consultant requests

Requirements

• Post-secondary education
• Strong IT skills combined with good relationship skills
• Relevant industry experience required
• Proficiency in Microsoft Office with advanced knowledge of Excel
• Experience with Bloomberg required
• Working knowledge of Triton or other trading systems highly preferred
• Able to adapt to new systems quickly
• Knowledge of SS&C Pacer program and GWP preferred
• Completion of CSC course strongly preferred
• High data input accuracy and exceptional attention to detail
• Ability to prioritize tasks and work well under pressure to meet tight deadlines
• Team player with a positive attitude

This posting is for a current vacancy on our Equity Trading team. To apply, send your resume to [email protected].

If you require any accommodations during the recruitment process, please email us at [email protected]. A member of our HR team will reach out to you.