Analyst, Trading Operations Jobs

Come to work at Burgundy!

Burgundy Asset Management is a leading global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions, and family offices. Founded in 1990, Burgundy strives to protect and build our clients’ wealth over the long term. Burgundy is fully independent, and employee owned.

At Burgundy, our values of honesty, courage, and always doing what is in the best interest of the client are brought to life by the daily actions of our people. No matter the position, the right candidate shares our values and understands that everything we do, great or small, is in the service of our clients.

The Position

Reporting to the Manager, Trading Operations, you will be responsible for the daily functions of cash management, settlements and trade support while providing the highest quality of client service. The ideal candidate will have a solid understanding of operational and market risk as well as perform well under pressure and in a high-volume environment. You must be solution-focused, possess good judgement and have a proactive approach to new ideas.

What is in it for you?

At Burgundy our culture is one of radical responsibility. We thrive in an environment where we are continuously learning and improving in service to our clients and one another. This is a great opportunity to be part of a fun and dynamic team

• Work in person, for a dynamic, fast paced, progressive and high performing team

• Leaders who will support your development through coaching and mentoring

• Access to future career opportunities

• Opportunities to do challenging work

• Ability to make a difference and have a lasting impact

Responsibilities

• Resolve post trade and settlements by monitoring the trade matching process on the order management system and post trade system

• Maintain relationships with external partners brokers and custodians by responding to all incoming queries

• Manage risk by following up on all pending and failed trades

• Perform daily cash management of accounts

• Liaise with internal teams to track cash flows and client activities

• Monitor and create trade orders on the order management system

• Perform monthly asset recon and follow up with internal or external partners to verify and resolve asset discrepancies

• Investigate and dispute erroneous charges

• Provide trade support to the equity and fixed income team

• Support the process in the set up and maintenance of accounts, custodians and brokers

• Stay up to date on market updates, regulation changes, account and custodian requirements

Skills and Specifications

The ideal candidate will have:

• Superior communication and good judgement skills

• Excellent time and relationship management

• Ability to work well independently and effectively within a team

• Outstanding problem-solving skills with strong attention to detail

• Solid working knowledge of Office such as Excel, Word, Teams

Required Qualifications

• Minimum 2 years experience working in a trade services or trade support environment

• University degree in a related field

• Canadian Securities Course an asset

If this sounds of great interest to you, please send your resume, cover letter to [email protected], referencing the job title (Analyst, Trading Operations) in the subject line. The deadline for submissions is 5:00 pm EST on September 10, 2023.

We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Burgundy Asset Management Ltd. is an equal opportunity employer. Accommodations on the basis of disability, and other accommodations as required by the Ontario Human Rights Code, are available on request at all stages of the selection process and during employment.