Opportunity 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.
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 ...
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 ...
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