Senior Associate in Portfolio and Trading Strategy

Take the next step in your financial career as a Senior Associate in Trading at CC&L Financial Group. Focus on portfolio management and strategic trading in a hybrid work environment.

In this role, you will collaborate with the Asset Mix & Trading team, contributing to client analysis and executing complex trading strategies. Your expertise will be crucial in delivering tailored solutions for our clients while enhancing our product offerings through innovative practices. High-level engagement with internal teams will strengthen operational integrity and client satisfaction.

Key Responsibilities:

• Execute and oversee pooled fund trades

• Perform asset mix and cash flow trade execution

• Analyze client accounts for portfolio management

• Facilitate differentiated trading practices

• Assist in managing cash and collateral for investments

Requirements:

• At least 2 years of experience in financial services

• Strong understanding of capital markets

• Advanced data manipulation and Excel skills

• Familiarity with Salesforce or similar tools

• Relevant Bachelor’s degree required

Utilize your trading and analytical skills to deliver exceptional results at CC&L Financial Group.