Specialist, Trade Support

Connor, Clark & Lunn Financial Group · Gurugram, IN

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The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Functions include matching trade allocations with CC&L’s brokers using a central trade‐matching tool, sending trade allocations to the custodians via an electronic format, resolving trade break issues before settlement date, setting up and maintaining client settlement...