Senior Associate, Asset Mix and Trading

Interested in joining one of Canada’s top performing asset managers? We are seeking a  Senior Associate  for an existing vacancy in our  Asset Mix and Trading  team with a focus on trading and portfolio management. The candidate would work closely with the Manager of the Asset Mix & Trading team on client analysis, differentiated trading, Alternative investment management, as well as custom account Portfolio Management.

The role will combine CC&L Private Capital Trading & Execution practices along with initiatives that we are enabling to enhance our differentiated product base to provide value for our private clients. You’ll work in a collaborative environment across the organization—supported by internal Private Capital and cross functional teams. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do   Pooled fund trade execution and oversight (including specialized SEG trading)
Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
Client analysis and Portfolio Management practices of standard and custom mandates
Differentiated trading including but not limited to derivatives trading, SEG trading, Alternative Investment Capital call trading
Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
Contribute to collateral management for derivative trading
Assist with cash management and monitoring for Alternative investment trusts
Support client account constraint monitoring and related Portfolio Management considerations
What You Bring   2+ years’ experience in financial services or risk management, or in a related industry
Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
Experience using AI-assisted workflows would be an asset

Experience with Salesforce, Charles River, KDB, would be an asset
Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
Functional/technical expertise, communication, collaboration
Ownership, growth mindset, continuous improvement & innovation
Planning, judgment & decision-making
Salary & Compensation  The salary range for this position is $80,000 - $110,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.