Trade Support Analyst
Core
Processing mutual fund trades, handling rejections, and resolving trade-related inquiries for the CIIS trade desk.
Role type
Trade Support Analyst
Builds
Trade allocations and transaction corrections for mutual funds
Domain
Financial services / Mutual funds
Deliverable
client delivery
Required skills
trade processing, transaction corrections, client inquiry resolution, analytical skills, attention to detail, prioritization
Preferred skills
mutual fund experience, Excel proficiency, Fundserv experience, CANNEX experience, CIFOC or CSC certification
Responsibilities
Process mutual fund trade files, handle rejected trades, prepare Letters of Instruction (LOIs), resolve trade inquiries, collaborate with internal teams
Seniority
Entry-level to Junior (1-2 years experience)
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