Trade Support

**Trade Support (8-10 months Contract)**

**Connor Clark & Lunn India Private Limited**

**Gurugram, India**

**About the Trade Support Group**

The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Functions include matching trade allocations with CC&L’s brokers using a central trade‐matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintain client settlement instructions, assisting in the onboarding of new clients and liaising with other teams on projects. This is a fantastic opportunity to be part of an operational team whose scope and importance continues to grow.

**What You’ll Be Doing**

You shall be responsible for the post execution processing of the security transactions executed on behalf of our clients. You play a crucial role ensuring the smooth operation of the post‐trade process using leading technologies and systems. The skills and experience you garner during your time on the team will provide a foundational knowledge that will be invaluable for your entire career.

You will learn the post trade process from front to back, including security settlements, derivatives, collateral management, and asset transfers. In this role, you will:

- Use leading technologies and systems to ensure smooth operation of the post-trade process, with a focus on equities
- Support the post-trade process from beginning to end, including trade matching, allocation, transmission, and settlement
- Liaise directly with portfolio managers and traders across Canada, and in London
- Interact with various brokers and custodians around the globe to facilitate trade settlement in over 60 different countries
- Set up new client accounts and products in various internal systems
- Assist with quarterly commission reporting and soft-dollar budgeting
- Any other duties as assigned from time to time

**About You**

To be successful in this role, you will have the following skills & competencies
- **Education** - You have a degree in Finance, Business or a related field.
- **Industry Knowledge** - a minimum of 1 year of related working experience, preferably with an institutional money manager or in a similar environment.
- Advanced computer skills with an emphasis on MS Excel as well as a demonstrated ability to learn new systems quickly is critical
- Experience with Charles River’s Trade Order Management system is an asset
- Experience with the DTCC’s Central Trade Manager is an asset
- Experience with SWIFT messaging protocols is an asset
- **Problem Solver** - You possess an analytical mindset and able to deduce the root cause of issues and are able to support peers to improve their problem solving and critical thinking during issue escalation.
- **Collaborator** ‐ You are committed to contributing and supporting a team of like‐minded individuals who are driven and have high standards.
- **Positive Attitude** ‐You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions. You are a “go‐getter.”
- **Self**‐**Motivated** - You have a passion for advancing the robustness, quality, scale and efficiency of processes and are able to take ownership of multiple processes with keen attention to detail. What excites you are fast‐ paced operational environments, coordinating your own objectives, but also supporting peers in accomplishing team and corporate objectives.
- **Continuous Process Improvement Mindset** - You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects. You see yourself as highly productive team member that executes on projects, self‐sufficiently and tenaciously pushes through problems and roadblocks in project implementation. Experience managing large complex projects with many stakeholders and project team members is an asset.

Operational excellence is important to you. You are not only talented by hard working. You bring a high pace of execution on projects but also take pride in crucial day‐to‐day operations. Relationships are important to you and you understand building them improves the quality and throughput of results.

**About Connor, Clark & Lunn Financial Group**
- Connor, Clark & Lunn Financial Group (CCLFG) is a $96 billion multi‐boutique asset management firm that provides investment management services to pension plans, foundations, other institutional investors, advisors and individuals through its affiliate partners. The firm’s main offices are in Toronto, Vancouver, Montreal, London, and Chicago where over 700 people work across the investments, distribution, and operations functions. Our investment expertise spans private and public market