Senior Trade Implementation Specialist

Company:

Mercer

Description:

We are seeking a talented individual to join our Delegated Solution team at Mercer, a Marsh business. This role will be based in Toronto or Halifax. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Senior Trade Implementation Specialist will manage all aspects of trade order generation as well as product/client trade order management. This includes monitoring the workflow of trades from initiation, allocation, approval and execution. The successful candidate will work closely with the Trade Operation, Investment, Client implementation and Client Service teams.

SENIOR TRADE IMPLEMENTATION SPECIALIST

We will count on you to:

• Have daily oversight of product/client trade order management and all aspects of trade order generation

• Daily rebalancing of client and fund portfolios to ensure that assets are within established tolerance bands.

• Ensure sufficient cash is available for forecasted trades and cash outflows.

• Collaborate with team members to meet service level agreement and escalating when required.

• Plan trade order generation for clients based on upcoming asset allocation changes factoring in daily trading order limits. Reach out to external managers to validate acceptance of future trades where applicable.

• Work with the investment team to monitor market developments that affect funds and assesses the operational impact and implements appropriate solutions.

• Develops and drives process improvement initiatives and acts as lead for projects. Plans and manages execution of mid-large size projects.

What you need to have:

• Undergraduate degree in relevant finance, economics or related discipline;

• 3+ year experience in asset management with focus on institutional client account support;

• Proficient in Microsoft Office applications with strong organizational skills

• Excellent interpersonal skills with a strong attention to detail;

• Strong verbal and written communication skills a must.

What makes you stand out:

• Cash flow management experience;

• Charles River Investment Management Solutions experience;

• Trade management experience (securities and funds);

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. 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. 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. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@marsh.com.

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. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $84,000 to $126,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.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.This is a Replacement position.