Join Corient as a Trading Operations Specialist to manage vital trading functions and enhance client investment experiences. Collaborate on portfolio management and trade execution in this in-office role.
As a Trading Operations Specialist, you will be responsible for executing trades across various categories while ensuring timely reporting on investments. This role combines analytical prowess with a comprehensive understanding of portfolio construction and trading protocols, ideally for candidates with 2+ years of experience in finance or asset management. Work closely with advisors and the investment team to deliver superior client support.
Key Responsibilities:
• Execute trades including rebalancing and tax loss harvesting
• Maintain accuracy in client portfolio reporting systems




• Perform regular trade reviews and reconciliations
• Support onboarding of recent client relationships
• Ensure timely communication with clients and team members
Requirements:
• Bachelor’s degree in an accredited field
• 2+ years of trading operations experience
• Familiarity with Microsoft Excel and Salesforce
• Understanding of liquidity needs in portfolio management
• Passion for financial markets and investment strategies
Bring your analytical skills and attention to detail to Corient’s mission-driven team.
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📌 Corient Trading Operations Specialist (Toronto)
🏢 Corient
📍 Toronto