Become a key player at CI Financial as a Portfolio Trading Associate. This senior role focuses on trading operations, including order generation and portfolio management.

You will support daily trading processes by ensuring accurate settlement across multiple asset classes. Responsibilities include IBOR reconciliations, portfolio rebalancing, and proactive monitoring of cash levels to mitigate risk. Collaborating with various teams, you'll enhance trading efficiency while supporting compliance and audit processes.

Key Responsibilities:

- Execute daily trading operations for asset classes
- Conduct start of day IBOR position reconciliations
- Manage cash levels and investigate discrepancies
- Act as the primary contact for portfolio inquiries
- Research corporate actions for different portfolios

Requirements:

- Bachelor’s degree in Finance or related field
- 3-5 years of relevant middle office experience
- Familiarity with clearing and trading systems
- Excellent communication and organization skills
- Advanced skills in Excel and programming knowledge

Leverage your skills in trading and portfolio management at CI Financial today.

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📌 Portfolio Trading Associate Role at CI (London)
🏢 CI Investments
📍 London