At a Glance
- Tasks: Support the Sales team with operational tasks and ensure smooth trade settlements.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth in a fast-paced industry.
- Why this job: Gain hands-on experience in finance while working with a dynamic team.
- Qualifications: Bachelor's degree and 3 years of experience in financial services required.
The predicted salary is between 34650 - 42350 £ per year.
Position Description
This position is responsible for providing operational support to the Sales team.
The position holder must have / acquire through training, knowledge of global equity settlements and the related regulatory environment and have good communication skills.
The roles described below are rotated between Trade support and settlement.
- Key Areas of Responsibilities
- Input of client sub account allocations to OMS (Order Management System).
- Completion of ‘end of day’ activities
- Support GDR conversions
- Working with Sales Traders to ensure that average price / other information needed by the client is accurately retrieved and reported.
- Reconciliation of client confirmations (where applicable)
- Retrieval, collation and distribution of client static data to the relevant offices
- Providing operational support in respect of placements including completion of blotter / retrieval of signed letters from clients for onward transmission to Head Office
- Resolving any ad hoc requests from clients / internal sources
- Creation and monitoring of trades for any residual EMF trades
- Reconciliation of confirmations (where applicable for aforementioned trades)
- Reconciliations of stock positions between In house system and agent statements, adhoc resolution, where appropriate.
- Reconciliations of Cash positions between In house system and agent statements, adhoc resolution, where appropriate.
- Dissemination of NAV and management fee information.
- Support Ad Hoc booking of global client EMEA trades
- Settlement Duties
- Liason with both Setclear settlement teams, regional offices and client base to resolve settlement issues(pre-matching/ pending settlements and fails)
- Updating relevant settlement related information in the appropriate system
- Resolution of outstanding ‘interest’ claims /fails fees with European client base
- General
- Knowledge of, and adherence to the Company’s Environmental Management Systems and policies
Requirements
- Bachelor’s degree holder
- Minimum 3 years of prior experience within financial services
- Strong efficiency, numeracy, and attention to detail
- Good interpersonal skills and ability to collaborate with stakeholders
- Familiarity with computer systems and MS Office applications
- Basic understanding of the commercial and regulatory environment
- Stay informed on CITIC CLSA Job Opportunities
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Associate, Trade Support, Trade Support in London employer: CITIC
As a Business Manager at our EMEA location, you will thrive in a dynamic and collaborative environment that prioritises operational excellence and strategic growth. We offer a culture of high performance, continuous improvement, and strong leadership support, alongside opportunities for professional development and innovation. Join us to be part of a forward-thinking team that values integrity and fosters meaningful relationships across the financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Trade Support, Trade Support in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CITIC. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate, Trade Support, Trade Support in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CITIC.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CITIC's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CITIC
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CITIC.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CITIC will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CITIC employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
