Senior Associate in Asset Management

Join CC&L Financial Group as a Senior Associate on the Asset Mix and Trading team. This hybrid role emphasizes trading, portfolio management, and client analysis for innovative investment strategies.

As a Senior Associate, you will partner with the Asset Mix & Trading Manager to enhance trading practices and support client portfolios. This role requires proficiency in capital markets and portfolio management, with a focus on differentiated trading strategies. You’ll contribute to client analysis and ensure optimal execution of asset mix and cash flow trades.

Key Responsibilities:

• Execute pooled fund trades and oversee trading processes

• Conduct analysis and manage client portfolio practices

• Handle differentiated trading, including derivatives and SEG trading

• Collaborate with teams to address trade integrity and issues

• Assist with monitoring cash management for alternative trusts

Requirements:

• 2+ years in financial services or risk management

• Strong knowledge of capital markets and financial concepts

• Advanced Excel and MS Suite proficiency

• Familiarity with Salesforce or Charles River is preferred

• Bachelor’s degree in Finance or similar field

Bring your expertise in trading and portfolio management to CC&L's dynamic team.
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