We are seeking a talented individual to join our Delegated Solution team atMercer, a Marsh business. This role will be based inToronto or Halifax. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Senior Trade Implementation Specialist will manage all aspects of trade order generation as well as product/client trade order management. This includes monitoring the workflow of trades from initiation, allocation, approval and execution. The successful candidate will work closely with the Trade Operation, Investment, Client implementation and Client Service teams.
SENIOR TRADE IMPLEMENTATION SPECIALIST
We will count on you to:
Have daily oversight of product/client trade order management and all aspects of trade order generation
Daily rebalancing of client and fund portfolios to ensure that assets are within established tolerance bands.
Ensure sufficient cash is available for forecasted trades and cash outflows.
Collaborate with team members to meet service level agreement and escalating when required.
Plan trade order generation for clients based on upcoming asset allocation changes factoring in daily trading order limits. Reach out to external managers to validate acceptance of future trades where applicable.
Work with the investment team to monitor market developments that affect funds and assesses the operational impact and implements appropriate solutions.
Develops and drives process improvement initiatives and acts as lead for projects. Plans and manages execution of mid-large size projects.
What you need to have:
Undergraduate degree in relevant finance, economics or related discipline;
3+ year experience in asset management with focus on institutional client account support;
Proficient in Microsoft Office applications with strong organizational skills
Excellent interpersonal skills with a strong attention to detail;
Strong verbal and written communication skills a must.
What makes you stand out:
Cash flow management experience;
Charles River Investment Management Solutions experience;
Trade management experience (securities and funds);
The applicable base salary range for this role is $84,000 to $126,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.
This is a Replacement position.
