Elevate your career at CI Financial as a Senior Portfolio Trading Associate. This agile position involves daily trading operations, including order generation and portfolio rebalancing.

In this role, you will support Portfolio Management by ensuring accurate order processing across asset classes. Key responsibilities include performing IBOR reconciliations, managing portfolios, and monitoring cash levels to enhance operational efficiency. You will collaborate closely with Traders, Compliance, and Portfolio Managers to ensure seamless trading operations.

Key Responsibilities:
• Provide daily trading support to Portfolio Management teams
• Manage and rebalance portfolios as per the manager's model
• Perform IBOR position reconciliations every day




• Monitor cash levels in portfolios and resolve issues
• Communicate trade allocations to brokers and clients

Requirements:
• Bachelor’s degree in Business or Finance
• 3-5 years of middle office experience
• Advanced knowledge of Charles River Order Management
• Proficient in Excel and programming languages like Python
• Strong analytical skills and attention to detail

Bring your trading expertise to CI Financial and contribute to our portfolio management success.
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📌 Senior Trading Associate at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario