Trade Operations Specialist – FO & MO
Are you looking to leverage your expertise in trade operations? Apply Now!
Working with one of our top financial clients, this role calls for an Operations Specialist who will support the end-to-end trade lifecycle and ensure seamless daily operations within the equities domain. This position offers an exciting opportunity to work remotely on a 12-month contract, contributing to critical client projects and operational excellence.
Pay rate range (CAD): $40.00/hr – $50.00/hr
Responsibilities
- Manage end-to-end trade lifecycle processes for CM Equities, ensuring accurate execution and timely resolution of issues
- Handle trade reconciliations, investigate breaks, and maintain data integrity across multiple systems such as ADP, Broadridge, and Fidessa
- Coordinate post-trade activities with settlements, corporate actions, and banking teams to facilitate smooth processing
- Support EU-based trade and settlement operations, including processing instructions for share receipts and deliveries
- Track and manage corporate actions like dividends and related adjustments
- Investigate and resolve settlement and reconciliation breaks across systems
- Communicate effectively with global teams and external stakeholders regarding operational issues and updates
- Monitor and ensure compliance with processes, controls, and SLAs
- Develop and implement process improvements, tools, and training programs
- Support change management initiatives and participate in testing and deployment of new systems or procedures
- Serve as a backup for team members and assist with vendor management and integration
- Analyze data to derive insights, prepare reports, and support strategic decisions
Desired Skill-Set
- 3-5 years of relevant experience in trade lifecycle operations
- Strong knowledge of trade reconciliation and post-trade processes
- Experience with systems such as ADP, Broadridge, Fidessa, and Genesys
- Solid understanding of Middle Office Operations within a financial services context
- Excellent communication skills, both verbal and written
- Proven ability to manage multiple priorities in a fast-paced environment
- Strong analytical, problem-solving, and data interpretation skills
- Technical proficiency with MS Office (Word, Excel, PowerPoint)
- Ability to work independently and collaboratively
Nice to Have
- CFA designation or progress towards it
- Experience in banking operations or related financial services areas
- Experience with regulatory requirements and risk management in trade operations
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.