Analyst, Trading Operations

Address:

Location: In person/on-site 181 Bay Street Suite 4510 Toronto ON M5J 2T3

Role: New vacancy

ABOUT BURGUNDY ASSET MANAGEMENT LTD

Burgundy Asset Management LTD is a division of BMO Financial Group. Within BMO Wealth Management Burgundy functions as an independent line of business. Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990 we invest with a long-term fundamental approach building concentrated portfolios of high-quality businesses to protect and compound clients capital over time.

Our culture is grounded in honesty courage and doing what is right for our clients and we look for candidates who share these values.

POSITION SUMMARY

The Trading Operations Analyst will support daily post-trade operations including trade settlement cash management trade support account maintenance and asset reconciliation. Reporting to the Senior Manager Trading Operations this role requires accuracy strong judgment and the ability to manage competing priorities in a fast-paced environment. The ideal candidate is detail-oriented proactive and committed to providing timely high-quality support to internal teams and external partners.

KEY RESPONSIBILITIES

• Monitor trade matching settlement and post-trade activity across internal systems and external platforms
• Investigate escalate and resolve unmatched pending or failed trades in a timely manner
• Support daily cash management by monitoring balances cash flows and funding requirements
• Coordinate with brokers custodians and internal teams to resolve operational inquiries and exceptions
• Create review and monitor trade orders ensuring accuracy and adherence to internal procedures
• Perform asset reconciliations and follow up on discrepancies with internal and external stakeholders
• Support account custodian broker security and operational data setup and maintenance
• Provide trade support to equity and fixed income investment teams including issue resolution and follow-up
• Stay current on market regulatory custodian and broker requirements impacting trading operations

WHAT WERE LOOKING FOR

• Minimum 2 years of experience in trade operations trade support settlements or investment operations
• Degree in business finance economics or a related field
• Strong analytical problem-solving and organizational skills with exceptional attention to detail
• Sound judgment accountability and a risk-aware approach to daily responsibilities
• Ability to manage competing priorities and work effectively in a fast-paced team-oriented environment
• Strong verbal and written communication skills with the ability to collaborate with internal and external partners
• Proficiency with Microsoft Office applications including Excel Word Outlook and Teams
• Canadian Securities Course or related industry courses would be considered an asset

WHY BURGUNDY

At Burgundy we are guided by integrity accountability continuous learning and a shared commitment to our clients and colleagues. This role offers the opportunity to contribute to a collaborative high-performing team while gaining hands-on experience across trading operations settlements cash management and investment operations.

• 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

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.