Senior Associate, Asset Mix and Trading

Canada·Vancouversenior

OtherAssociate

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Quick Summary

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OtherAssociate

Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candidate would work closely with the Manager of the Asset Mix & Trading team on client analysis, differentiated trading, Alternative investment management, as well as custom account Portfolio Management. The role will combine CC&L Private Capital Trading & Execution practices along with initiatives that we are enabling to enhance our differentiated product base to provide value for our private clients. You’ll work in a collaborative environment across the organization—supported by internal Private Capital and cross functional teams. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

Responsibilities

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→Pooled fund trade execution and oversight (including specialized SEG trading)
→Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)
→Client analysis and Portfolio Management practices of standard and custom mandates
→Differentiated trading including but not limited to derivatives trading, SEG trading, Alternative Investment Capital call trading
→Work with internal teams on data integrity, special trade requests, trade issues and ad hoc activities
→Contribute to collateral management for derivative trading
→Assist with cash management and monitoring for Alternative investment trusts
→Support client account constraint monitoring and related Portfolio Management considerations

2+ years’ experience in financial services or risk management, or in a related industry
Proficiency in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSAs, Corporate/Personal taxable accounts, etc.)
Advanced Excel; strong data manipulation skills, proficiency in MS Suite applications
Experience using AI-assisted workflows would be an asset
Experience with Salesforce, Charles River, KDB, would be an asset
Bachelor’s degree with preference in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar discipline
Functional/technical expertise, communication, collaboration
Ownership, growth mindset, continuous improvement & innovation
Planning, judgment & decision-making

What We Offer

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What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

✓Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work

✓Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.

✓Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.