Senior Associate in Trading and Portfolio Management

Join the dynamic Asset Mix and Trading team at CC&L Financial Group as a Senior Associate. Focus on trading, portfolio management, and client analysis in a hybrid working model.

In this critical role, you'll work with the Asset Mix & Trading Manager and collaborate with cross-functional teams. Your expertise in trading strategies and portfolio management will be essential for executing client mandates and enhancing our asset management offerings. A focus on differentiated trading, including alternative investments and derivatives, will drive value for our clients.

Key Responsibilities:

• Execute pooled fund trades with oversight

• Manage asset mix and cash flow trades

• Conduct client analysis for portfolio management

• Handle specialized trading, including derivatives

• Collaborate on data integrity and trade issues

Requirements:

• 2+ years in financial services or risk management

• Proficient in capital markets and financial concepts

• Advanced Excel and data manipulation skills

• Bachelor’s degree in relevant fields

• Strong communication and collaboration abilities

Leverage your trading and portfolio management skills in a supportive and innovative environment at CC&L Financial Group.
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