Senior Trade Implementation Specialist

Company:

Mercer

Description:

We are seeking a talented individual to join our Mercer Global Investments Canada Limited team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Senior Trade Implementation Specialist will manage all aspects of trade order generation as well as product/client trade order management, working closely with the Trade Operation, Investment, Client Implementation, and Client Service teams.

We will count on you to:

• Have daily oversight of product/client trade order management and all aspects of trade order generation.
• Daily rebalancing of client and fund portfolios to ensure that assets are within established tolerance bands.
• Ensure sufficient cash is available for forecasted trades and cash outflows.
• Collaborate with team members to meet service level agreements and escalate when required.
• Plan trade order generation for clients based on upcoming asset allocation changes, factoring in daily trading order limits. Reach out to external managers to validate acceptance of future trades where applicable.
• Work with the investment team to monitor market developments that affect funds, assess the operational impact, and implement appropriate solutions.
• Develop and drive process improvement initiatives and act as lead for projects. Plan and manage execution of mid-large size projects.

What you need to have:

• Undergraduate degree in relevant finance, economics, or related discipline.
• 3+ years of experience in asset management with a focus on institutional client account support.
• Proficient in Microsoft Office applications with strong organizational skills.
• Excellent interpersonal skills with a strong attention to detail.
• Strong verbal and written communication skills a must.

What makes you stand out:

• Cash flow management experience.
• Charles River Investment Management Solutions experience.
• Trade management experience (securities and funds).

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.