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Canaccord Genuity

Associate, Settlements

Posted 17 Days Ago
Be an Early Applicant
In-Office
Toronto, ON
Junior
In-Office
Toronto, ON
Junior
Handle domestic equity settlements, maintain trade instructions in CDS, manage buy-ins and communications, reconcile exception accounts, monitor CDS collateral, liaise with securities lending and advisors, and provide backup for US and international settlements.
The summary above was generated by AI

Salary Range: $50,000 - $55,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.  We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions.  Our entrepreneurial and friendly team will challenge you to learn and grow every day.  We value great work and collaboration and strive to eliminate bureaucratic thinking.  We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.  We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an organized and detail oriented individual to join our Settlements team in Vancouver or Toronto.

Responsibilities:

  • Domestic Equity Settlements, including set up and maintenance of trade instructions in CDS;
  • Buy-Ins, including sending notices, requesting extensions, and communication on executions to Investment Advisors and the trading desk;
  • Approving/denying market buy-in participation;
  • Liaising with Securities Lending team on potential borrows for failed trades;
  • Monitoring CDS Collateral pools;
  • Reconciliation of internal exception accounts;
  • Communicating with Investment Advisors and their assistants, Financial Institutions and Depositories.
  • Back up for DTC/US and International Settlements

Skills & Qualifications:

  • 1-3 years’ experience in Financial Operations an asset;
  • Customer service and organizational skills with excellent attention to detail;
  • Excellent verbal and written communication skills;
  • Ability to work effectively under pressure and meet deadlines is essential;
  • Problem-solving skills with the ability to work independently and within a team;
  • Hard-working, positive, dedicated and adaptable to change;
  • Working knowledge of MS Outlook, Word and Excel required;
  • Familiarity with Dataphile, Arrow, CDS and DTC is an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Top Skills

Ms Outlook,Word,Excel,Dataphile,Arrow,Cds,Dtc

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