Asset Mix Senior Associate at CC&L Financial Group

Elevate your career as a Senior Associate in the Asset Mix and Trading team at CC&L Financial Group. Engage in trading, portfolio management, and collaborative projects in a hybrid work setting.

This role targets experienced professionals to enhance trading and portfolio management practices. You'll work closely with the Manager on executing trades aligned with client policies and managing unique client accounts. Your contribution will be vital in implementing differentiated trading strategies that meet our diverse client needs.

Key Responsibilities:

• Oversee pooled fund trade execution processes

• Execute trades according to client investment policies

• Contribute to alternative investment portfolio management

• Address special trade requests and issues

• Manage collateral for derivative trading

Requirements:

• 2+ years of relevant financial services experience

• Insight into capital markets and various account types

• Advanced Excel proficiency and data analysis skills

• Experience with AI-assisted workflows is a plus

• Bachelor's degree in finance or similar discipline

Drive innovation and enhance trading strategies as part of a top-performing asset manager.
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