Associate, Trader, Securities Finance
Associate, Trader, Securities Finance

Associate, Trader, Securities Finance

City of Westminster Full-Time 36000 - 60000 £ / year (est.) No home office possible
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CPP Investments

At a Glance

  • Tasks: Support trade execution and liquidity management in a dynamic investment environment.
  • Company: Join CPP Investments, a globally respected institutional investor.
  • Benefits: Enjoy a hybrid work model, global career opportunities, and a collaborative culture.
  • Why this job: Make a real impact in capital markets while working with inspiring colleagues.
  • Qualifications: Undergraduate degree and experience in finance or related fields preferred.
  • Other info: Fast-paced environment with excellent growth potential and a focus on integrity.

The predicted salary is between 36000 - 60000 £ per year.

As an Associate in the Balance Sheet, Capital, and Liquidity Management (BCLM) team within the Total Fund Management (TFM) department, you will support execution of trades, liquidity oversight, and balance sheet management. The role is based in London and involves close collaboration with both internal teams and external market participants. The majority of the BCLM team are based in Toronto, with a satellite team in London.

Responsibilities

  • Provide London time zone coverage for securities finance desk and other BCLM activities
  • Be a key representative of BCLM in London at external dealer meetings and internal meetings/event
  • Oversee and optimize cross-asset financing activities across synthetic and physical securities.
  • Assist in implementing leverage goals through secured borrowings (equity swaps, securities lending, repo, cash prime).
  • Conduct daily portfolio management (re-rates, dividend monitoring, recalls, corporate action elections).
  • Manage lifecycle and rebalancing of equity total return swaps.
  • Build and maintain strong external relationships across asset classes and regions.
  • Collaborate with internal Portfolio Managers to align fund positioning with board and management limits.
  • Reconcile P&L with investment operations across multiple portfolios.
  • Prepare regular reports (weekly, monthly) for internal stakeholders.
  • Support investment teams with trade ideas, data requests, and market insights.
  • Contribute to projects on portfolio management, trade execution, and market structure.

Qualifications

  • Undergraduate degree in a relevant field.
  • Work experience in buy-side Treasury/Portfolio Finance or relevant sell-side financing desks (Prime Brokerage, Repo, Delta One).
  • Knowledge of financing and collateral products (Stock Loan, Repo, Prime Brokerage, Total Return Swaps).
  • Strong interest in capital markets and investment management.
  • Excellent communication and presentation skills with ability to work independently.
  • Understanding of prudential regulation and liquidity/collateral frameworks preferred, but not required.

Make an impact at a global and dynamic investment organization

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Associate, Trader, Securities Finance employer: CPP Investments

CPP Investments is an exceptional employer, offering a stimulating and intellectually challenging work environment in the heart of London. With a strong emphasis on global career development, employees benefit from diverse colleagues, approachable leaders, and a culture rooted in integrity and high performance. Join us to make a meaningful impact while enjoying a hybrid-flexible work model that fosters collaboration and personal growth.
CPP Investments

Contact Detail:

CPP Investments Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Trader, Securities Finance

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to folks who work at CPP Investments or similar firms. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for those interviews! Research common questions for trading roles and practice your responses. Make sure you can talk confidently about your understanding of capital markets and financing products. We want to see that passion shine through!

✨Tip Number 3

Showcase your skills! If you’ve got experience with portfolio management or trade execution, make sure to highlight that in conversations. Bring examples of how you’ve contributed to past projects or how you’ve optimised processes. We love seeing real-world impact!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this opportunity to make an impact with us!

We think you need these skills to ace Associate, Trader, Securities Finance

Trade Execution
Liquidity Management
Balance Sheet Management
Securities Finance
Portfolio Management
Cross-Asset Financing
Equity Swaps
Securities Lending
Repo Transactions
Communication Skills
Relationship Management
Data Analysis
Market Insights
Understanding of Prudential Regulation
Knowledge of Collateral Products

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Associate role in BCLM. Highlight relevant experience in Treasury or Portfolio Finance, and don’t forget to mention any knowledge of financing products like Stock Loans or Repo. We want to see how your background aligns with what we do!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about capital markets and how your skills can contribute to our team. Keep it concise but impactful – we love a good story that connects your experience to our mission.

Showcase Your Communication Skills: Since this role involves collaboration with internal teams and external partners, make sure to highlight your communication skills. Whether it’s through examples in your CV or your cover letter, we want to see how you’ve effectively communicated in past roles.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our dynamic team at CPP Investments!

How to prepare for a job interview at CPP Investments

✨Know Your Stuff

Make sure you brush up on your knowledge of financing and collateral products like Stock Loan, Repo, and Total Return Swaps. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.

✨Showcase Your Communication Skills

Since this role involves collaboration with both internal teams and external market participants, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.

✨Understand the Company Culture

Research CPP Investments and its values. Familiarise yourself with their commitment to integrity, partnership, and high performance. During the interview, relate your personal values to theirs to demonstrate that you’re a good cultural fit.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving skills and ability to manage portfolios. Think of specific scenarios from your past experience where you successfully handled challenges related to trade execution or liquidity management.

Associate, Trader, Securities Finance
CPP Investments
Location: City of Westminster
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