Join CC&L; Financial Group as a Senior Associate in Asset Mix and Trading. This hybrid role focuses on trading execution, portfolio management, and impactful client analysis in asset management.
The Senior Associate collaborates with the Manager to drive initiatives that enhance our product base for private clients. You will perform differentiated trading and monitor cash flow alongside portfolio management responsibilities. This position offers a unique opportunity in a top-tier asset management workplace.
Key Responsibilities:
• Oversee pooled fund trade execution and SEG trading
• Execute trades following client investment policies
• Analyze client portfolios and manage custom mandates




• Engage in derivatives and capital call trading
• Work with teams on data integrity and trade requests
Requirements:
• 2+ years in financial services or related fields
• Strong understanding of capital markets and account types
• Advanced Excel skills and data manipulation proficiency
• Familiarity with AI workflows is an asset
• Bachelor’s in Finance, Accounting, or related disciplines
Shape your career by driving portfolio management and trading initiatives at CC&L; Financial.
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📌 Asset Mix and Trading Senior Associate (Vancouver)
🏢 PCM
📍 Vancouver