MMC
Team Lead – Trade Operations
Toronto - Bremner
Sponsorship not specifiedDetected 30 days ago
Project ManagementStakeholder ManagementNegotiationExcelLeadershipCommunicationCollaborationProblem SolvingAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
- Marsh is committed to embracing a diverse, inclusive and flexible work environment.
- If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@marsh.com.
Responsibilities
- Lead day to day liaison with Middle Office outsource provider
- Collaborate with other departments to ensure cross-functional alignment and smooth operations
- Provide support to Manager of Trade Operations Team as needed
Requirements
- Undergraduate degree in relevant finance, economics or related discipline
- Microsoft Office competence with a strong emphasis in Excel including Macro proficiency
- Proven leadership and people development experience
- You enjoy working with small dedicated teams
- You have a great sense of urgency regarding meeting and anticipating client needs
- You are adaptable to changing client needs
- You are patient during times of transition and see the long term gains of change
- You are dedicated to a high level of accuracy for yourself and expect the same from your team
Compensation
- With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
- The applicable base salary range for this role is $63 000 to $94 600.
- In addition to the base salary, this position may be eligible for performance-based incentives.
Benefits
- We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.
- Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
- The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.
Company info
- Description:
- We will count on you to:
- Supervise day-to-day operations to ensure the team meets and exceeds company standards for performance and productivity
- Oversight of daily order management/trade execution and all aspects of daily trading including trade communication and reconciliation
- Oversee daily monitoring, analysis and oversight of outsource provider's recording of client custodian cash positions to ensure that they are captured for:
- trading
- liability calculations and
- cash requirements
- Sign-off on daily cash and trade packages
- Act as the first point of contact for resolving team or client-related issues, ensuring timely and satisfactory resolutions
- Analyze reconciliations of client custodian holdings to third party vendor systems
- Coordination and oversight of client monthly holding reconciliations
- Review sub-advisor and custodian invoices for payment
- Special projects
- What you need to have:
- 5+ years' experience in Mutual Fund/Portfolio Manager business with focus on institutional client account support
- Outstanding technical, analytical and problem solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency
- Strong organizational skills
- Ability to manage multiple priorities and work with minimal supervision
- Excellent interpersonal and project management skills with a strong attention to detail
- Strong verbal and written stakeholder communication skills
- Works effectively in the face of ambiguity by independently researching problems and proposing innovative solutions, effective influencing and negotiation skills
- What makes you stand out:
- Previous cash management experience
- Charles River Investment Solutions experience
This listing is sourced directly from MMC's careers page and normalized into a canonical job model.