Matheus Clajus, Cfa Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

• Monitor and rebalance clients' accounts to their appropriate asset mix and for tax efficiency. • Execute trades for segregated assets.• Ensure compliance with trading parameters and constraints outlined in each IPS/SIPP.• Process daily pooled fund trades and implement tactical asset allocation strategies.• Assist portfolio manager with IPS/SIPP approvals.• Contribute to projects aimed at enhancing workflow and efficiency.• Execute Alternative Investment trades.•… Show more • Monitor and rebalance clients' accounts to their appropriate asset mix and for tax efficiency. • Execute trades for segregated assets.• Ensure compliance with trading parameters and constraints outlined in each IPS/SIPP.• Process daily pooled fund trades and implement tactical asset allocation strategies.• Assist portfolio manager with IPS/SIPP approvals.• Contribute to projects aimed at enhancing workflow and efficiency.• Execute Alternative Investment trades.• Coordinate capital calls for Alternative Investments.• Review the suitability of clients' investment goals, Alternative Investments commitments, and unique preferences.• Monitor cash balance in client accounts and pooled funds. Show less

Vancouver, Canada Area

• Perform trade processing and ancillary tasks in close collaboration with traders and brokers.• Liaise between brokers, custodians, managers, clients, and other teams to resolve settlement issues and problems.• Provide trading and commission reporting to managers and clients.• Manage trading data.• Handle pre and post-trade lifecycle management.

Vancouver, British Columbia, Canada

• Execute DTCC and CDS trade settlements for equity and fixed-income securities.• Collaborate with traders and counterparties to manage DTCC and CDS Buy-Ins.• Manage the stock lending desk and provide support to investment managers.• Reconcile trading accounts.• Monitor maintenance margin.

Vancouver