Job Information
AON Senior Associate - Trading Operations in Montreal, Canada
Are you a bilingual (French/English) investment professional who is passionate about trading? Do you thrive within a dynamic team while working on exciting projects? Then Aon is looking for you!
This is a hybrid role with the flexibility to work both virtually and from our Montreal, Quebec office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like?
As a Senior Associate within the Aon Investments Operations team, your role will be to perform operational tasks and provide operational support to the Portfolio Management team and to Aon Investments in general.
Prepare and submit required trades to investment managers and custodians; and verify trade execution with reports received from investment managers and custodians
Work with brokers to execute ETF and FX trades via Bloomberg
Perform day-to-day reconciliation of cash and asset positions for clients and Aon Fund accounts;
Participate in tasks regarding the establishment of new funds and changes to existing funds;
Assist in the coordination of activities specific to investment operations related to client events (implementation, mandates changes, termination); and participate in client implementation meetings.
Act as a liaison between consultants, portfolio managers and custodians;
Assist other teams with different tasks and projects;
Ensure that written procedures are up to date;
Train and guide new employees;
Plan and coordinate ad hoc work;
Provide input to manager and suggest operational improvements to increase the team’s efficiency;
Work independently and lead projects with minimal direct supervision;
Ability to lead team meetings; and assume manager role in their absence;
How this opportunity is different?
Seize the opportunity and be an intrinsic part of a dynamic, collaborative, and evolving team. We work closely with portfolio managers, investment consultants, fund managers and custodians to deliver our Aon United standard of excellence to our institutional clients. Using a groundbreaking order management system, we strive towards creating further efficiencies and alignments to enhance our Trading Operations solutions.
Skills and experience that will lead to success
3 + years of experience in investment or fund operations
Prior experience working with custodians, investment managers, investment consulting firms, actuaries, lawyers and other parties involved in the management of pension plans;
Operational excellence and customer service;
Attention to detail and completion of high quality results;
Ability to balance multiple priorities and meet timelines;
French / English bilingualism is preferred due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
Proficiency with Microsoft Excel and Word;
Problem-solving skills and ability to work within a collaborative team;
Education in Finance, Business Administration, Commerce, or equivalent years of industry experience.
Preferred Experience
Experience with Bloomberg AIM or any previous experience with Order Management System is preferred;
Experience with trade settlement platforms such as DTCC ALERT & CTM.
Knowledge of pooled funds, equity, and FX trading
CFA designation or participation in the CFA program is an asset.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com .
#LI-AM3
#LI-HYBRID
2549377
Are you a bilingual (French/English) investment professional who is passionate about trading? Do you thrive within a dynamic team while working on exciting projects? Then Aon is looking for you!
This is a hybrid role with the flexibility to work both virtually and from our Montreal, Quebec office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like?
As a Senior Associate within the Aon Investments Operations team, your role will be to perform operational tasks and provide operational support to the Portfolio Management team and to Aon Investments in general.
Prepare and submit required trades to investment managers and custodians; and verify trade execution with reports received from investment managers and custodians
Work with brokers to execute ETF and FX trades via Bloomberg
Perform day-to-day reconciliation of cash and asset positions for clients and Aon Fund accounts;
Participate in tasks regarding the establishment of new funds and changes to existing funds;
Assist in the coordination of activities specific to investment operations related to client events (implementation, mandates changes, termination); and participate in client implementation meetings.
Act as a liaison between consultants, portfolio managers and custodians;
Assist other teams with different tasks and projects;
Ensure that written procedures are up to date;
Train and guide new employees;
Plan and coordinate ad hoc work;
Provide input to manager and suggest operational improvements to increase the team’s efficiency;
Work independently and lead projects with minimal direct supervision;
Ability to lead team meetings; and assume manager role in their absence;
How this opportunity is different?
Seize the opportunity and be an intrinsic part of a dynamic, collaborative, and evolving team. We work closely with portfolio managers, investment consultants, fund managers and custodians to deliver our Aon United standard of excellence to our institutional clients. Using a groundbreaking order management system, we strive towards creating further efficiencies and alignments to enhance our Trading Operations solutions.
Skills and experience that will lead to success
3 + years of experience in investment or fund operations
Prior experience working with custodians, investment managers, investment consulting firms, actuaries, lawyers and other parties involved in the management of pension plans;
Operational excellence and customer service;
Attention to detail and completion of high quality results;
Ability to balance multiple priorities and meet timelines;
French / English bilingualism is preferred due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
Proficiency with Microsoft Excel and Word;
Problem-solving skills and ability to work within a collaborative team;
Education in Finance, Business Administration, Commerce, or equivalent years of industry experience.
Preferred Experience
Experience with Bloomberg AIM or any previous experience with Order Management System is preferred;
Experience with trade settlement platforms such as DTCC ALERT & CTM.
Knowledge of pooled funds, equity, and FX trading
CFA designation or participation in the CFA program is an asset.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com .
#LI-AM3
#LI-HYBRID