Senior Associate in Trading & Portfolio Management

Elevate your career with CC&L Financial Group as a Senior Associate in Trading and Portfolio Management, focusing on innovative asset strategies. This hybrid role is ideal for professionals with trading and analytical expertise.

In this role, you will work closely with the Manager of Asset Mix & Trading, performing critical trade execution and portfolio management functions for clients. Your contribution will include client analysis and differentiated trading approaches to provide superior outcomes across portfolios. You'll engage in collaborative problem-solving and client constraint monitoring.

Key Responsibilities:

• Execute and oversee pooled fund trades effectively

• Manage client portfolios with a focus on asset mix and cash flows

• Conduct differentiated trading practices, including ESG and derivatives

• Collaborate on data integrity and special trade requests

• Assist in monitoring alternative trust cash management

Requirements:

• Minimum 2 years in financial services or risk-related roles

• Familiarity with financial products and account management

• High proficiency in Excel and Microsoft Suite

• Experience with Salesforce and other trade platforms preferred

• Bachelor’s degree in a relevant field such as Finance

Leverage your skills in trading and client service to enhance CC&L's asset management team.
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