Trade Management Analyst
WTW
**Description**
WTW is hiring an Analyst to join our Trade Management team in Toronto, supporting our Delegated Investment Solutions (OCIO) business for institutional investors. You'll bring strong attention to detail, a proactive approach to problem-solving, and a solid understanding of the importance of investment operations to help ensure accurate and timely trade execution. In return, you’ll gain exposure to a global institutional investment operations environment, collaborate with experienced professionals, and build a strong foundation for long-term career growth in finance.
**The Role**
+ Execute a variety of investment operations tasks with a high degree of accuracy and attention to detail.
+ Support trade lifecycle processes including accurately creating orders for Pooled funds, following up on and recording manager confirmations, and capturing the same detail within our own status management tools.
+ Monitor and resolve trade discrepancies, between our records and those of the underlying managers in a timely manner, escalating issues and problem solving as needed.
+ Support daily Cash Management oversight
+ Support Senior team members with Portfolio transition projects; manage project tasks and dates, chase status updates to ensure timely trade planning and execution. Complete manager account opening documents and manage resulting manager communications.
+ Collaborate with internal teams such as Portfolio Management, Middle Office, and Onboarding
+ Contribute to the development and implementation of process improvements and automation initiatives.
+ Participate in testing and validation of system enhancements or new tools.
+ Maintain and update procedural documentation to reflect current processes.
+ Build and maintain strong working relationships across the Global Operations group and other internal stakeholders.
+ Adapt to new challenges and evolving business needs, seeking clarification from management when necessary.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**Qualifications**
**The Requirements**
+ 1–2 years of relevant experience in investment operations, trade support, or a similar role.
+ Strong understanding and interest in financial instruments
+ Familiarity with investment trade lifecycle
+ Have a calm but proactive approach to urgent situations
+ Excellent analytical and problem-solving skills; proven ability to independently apply logic and reasoning in order to plan and manage tasks to a desired outcome
+ A proven keen attention to detail is essential
+ Strong organizational skills and ability to manage multiple priorities, with the confidence to communicate challenges
+ Strong proficiency with Microsoft products. Excel proficiency is essential.
+ Effective English communication skills, both written and verbal.
+ Experience with investment systems (e.g., SimCorp or similar OMS) is an asset.
+ Demonstrated ability to work collaboratively within a team and across departments.
+ Proactive mindset with a willingness to learn the foundational tasks before taking on increasing responsibilities.
+ Bachelor’s degree or equivalent
+ Hybrid working environment; Tuesday and Wednesday mandatory office days in Toronto
**Equal Opportunity Employer**
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