About the role
Job description
Business type
Types of Jobs - Operations
Job title
Team Leader - CMB
Contract type
Permanent Contract
Management position
Yes
Job summary
Responsible for oversight of the day-to-day support functions performed in CASO (Montreal)-CMO-CMB Operations (as an extension of the NY CMB Operations Team). This includes but is not limited to Support functions covering Trade Support, International Settlements, Corporate Actions, Reconciliation and Control.
Key Responsibilities
- Day to day oversight of CMB Operations staff located in CASO including but not limited to staff engagement, attendance, direction, mentoring, and general guidance.
- Act as point person locally and in the case of escalations, Business Continuity, and all matters of severity.
- Individual will need to fully understand all the flows related to the processes supported in CASO-CMO-CMB and provide local staff with daily support with these functions.
- Better than baseline knowledge of the products their direct reports cover day to day, including Trade Support, International Settlements, Corporate Actions, Extended Back Office and Reconciliation/Control.
Knowledge of US Financial Markets/Capital Markets securities and products. - Prompt escalation of any urgent matters to the management team both locally, and functionally.
- Liaise with Operations Management in Paris and NY and serve as key SME for the CASO location as such. Contribute in process optimization, driving continuous improvement and supporting automation and projects to enhance operational efficiency
Secondary Duties:
- General oversight when called upon for the other aspects of the department and operation
- Ensure proper and applicable cross training to assist department members with day-to-day workload and vacation coverage.
Management and Reporting
- Reporting to management any escalations or anomalies based on severity.
- Daily reporting of open trades and unmatched trades to escalate for timely settlement.
Key Internal contacts
- CASO Management, CA CMB Management in NY along with any ancillary teams and functions.
Key External contacts
- Vendors, service providers, etc. as needed.
Position location
Geographical area
America, Canada
City
MONTREAL
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Level of minimal experience
11 years and more
Experience
10 or more years’ experience relating to Financial Markets Operations, Support and Management
Required skills
- Must be a self-starter, with excellent problem solving skills and be able to work under pressure
- Must possess strong written/oral communication skills
- Ability to communicate clearly and easily.
- Ability to analyze and summarize
- Rigor and sense of organization
- Apprehension of results and priorities
- Relationship management/Commercial sense
Languages
English, French
About Crédit Agricole
Créée en 2009, BforBank est la banque en ligne du Groupe Crédit Agricole. Nous offrons aux clients autonomes, actifs et mobiles des produits de banque au quotidien (compte bancaires, carte Visa Premier gratuite, assurances), une offre d'épargne complète (dont Bourse, Fonds et aussurance-vie) ainsi que des services personnalisés. Envie d'un service client de qualité, disponible jusqu'à 21h en semaine et 18h le dimanche ? Et 24h/24 en cas d'urgence ou assistance ? Attentif à la transparence des frais de gestion et à la gratuité des outils mis à votre disposition ? Et surtout mobiles, très mobiles…. www.bforbank.com
Enfin, avec sa base de connaissance composée d'articles sur tous les sujets relatifs à la gestion de patrimoine, ses outils d'aide à la décision, ses vidéos d'experts et ses blogs thématiques, BforBank offre à l'internaute toute l'information et l'actualité nécessaire pour investir directement et efficacement.
About the role
Job description
Business type
Types of Jobs - Operations
Job title
Team Leader - CMB
Contract type
Permanent Contract
Management position
Yes
Job summary
Responsible for oversight of the day-to-day support functions performed in CASO (Montreal)-CMO-CMB Operations (as an extension of the NY CMB Operations Team). This includes but is not limited to Support functions covering Trade Support, International Settlements, Corporate Actions, Reconciliation and Control.
Key Responsibilities
- Day to day oversight of CMB Operations staff located in CASO including but not limited to staff engagement, attendance, direction, mentoring, and general guidance.
- Act as point person locally and in the case of escalations, Business Continuity, and all matters of severity.
- Individual will need to fully understand all the flows related to the processes supported in CASO-CMO-CMB and provide local staff with daily support with these functions.
- Better than baseline knowledge of the products their direct reports cover day to day, including Trade Support, International Settlements, Corporate Actions, Extended Back Office and Reconciliation/Control.
Knowledge of US Financial Markets/Capital Markets securities and products. - Prompt escalation of any urgent matters to the management team both locally, and functionally.
- Liaise with Operations Management in Paris and NY and serve as key SME for the CASO location as such. Contribute in process optimization, driving continuous improvement and supporting automation and projects to enhance operational efficiency
Secondary Duties:
- General oversight when called upon for the other aspects of the department and operation
- Ensure proper and applicable cross training to assist department members with day-to-day workload and vacation coverage.
Management and Reporting
- Reporting to management any escalations or anomalies based on severity.
- Daily reporting of open trades and unmatched trades to escalate for timely settlement.
Key Internal contacts
- CASO Management, CA CMB Management in NY along with any ancillary teams and functions.
Key External contacts
- Vendors, service providers, etc. as needed.
Position location
Geographical area
America, Canada
City
MONTREAL
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Level of minimal experience
11 years and more
Experience
10 or more years’ experience relating to Financial Markets Operations, Support and Management
Required skills
- Must be a self-starter, with excellent problem solving skills and be able to work under pressure
- Must possess strong written/oral communication skills
- Ability to communicate clearly and easily.
- Ability to analyze and summarize
- Rigor and sense of organization
- Apprehension of results and priorities
- Relationship management/Commercial sense
Languages
English, French
About Crédit Agricole
Créée en 2009, BforBank est la banque en ligne du Groupe Crédit Agricole. Nous offrons aux clients autonomes, actifs et mobiles des produits de banque au quotidien (compte bancaires, carte Visa Premier gratuite, assurances), une offre d'épargne complète (dont Bourse, Fonds et aussurance-vie) ainsi que des services personnalisés. Envie d'un service client de qualité, disponible jusqu'à 21h en semaine et 18h le dimanche ? Et 24h/24 en cas d'urgence ou assistance ? Attentif à la transparence des frais de gestion et à la gratuité des outils mis à votre disposition ? Et surtout mobiles, très mobiles…. www.bforbank.com
Enfin, avec sa base de connaissance composée d'articles sur tous les sujets relatifs à la gestion de patrimoine, ses outils d'aide à la décision, ses vidéos d'experts et ses blogs thématiques, BforBank offre à l'internaute toute l'information et l'actualité nécessaire pour investir directement et efficacement.