Toronto, ON, M5R 1A6, CAN
1 day ago
Trade Management Analyst
**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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