Senior Analyst Trading Support & Client Onboarding

Team and role

Work arrangement

• Attendance is hybrid.

Responsibilities

• Work with traders, sales, business heads, business management, and technology support across financial markets groups.
• Provide institutional and alternative asset management clients with service and financial markets expertise.
• Manage client onboarding, trading platform connectivity, KYC and due diligence updates, and ongoing KYC refreshers.
• Handle client inquiries and coordinate activities with trading desks and internal partners across risk, legal, compliance, cash management, FX, operations, accounting, and tax.
• Manage collateral, cash, margin, securities borrowing and lending, trade clearing, settlements, and client reporting.
• Monitor trader inventories and positions, ensure accurate P&L reporting, and manage bank risk.
• Manage segregation and buy-in processes with clients, operational control, and securities lending teams.
• Lead client meetings, identify issues, and provide solutions; maintain clear internal and external communications.
• Lead regulatory and strategic initiatives, including T+1 and KYC projects, and support business development growth.
• Review procedures, implement improvements such as automation, and maintain business continuity documentation.
• Build cross-functional relationships and train and mentor junior staff.

Prerequisites

• Bachelor’s degree in Business or Economics and three years of relevant experience in a related field.
• Experience in middle office, trade support, or brokerage services, with knowledge of equity and derivative products, trade lifecycle, and risk management.
• Good knowledge of capital markets; a master’s degree or CFA is preferred.
• Strong client service, interpersonal, leadership, communication, analytical, process optimization, and automation skills, including programming or AI use.
• Complete CSC, CPH, and CIRO licensing within six months; complete OLC and FINRA licensing within one year.
• Spoken and written English and French bilingualism is an asset.

Benefits

• Benefits include health and wellness options, group insurance, a pension plan, employee share ownership, assistance programs, preferential banking, community initiatives, and telemedicine.

Employment terms