Consultant - Capital Markets Post-Trade Operations

About the role

Sia Partners' Capital Markets (Corporate and Investment Banking) practice is seeking a consultant in Toronto with deep, hands-on knowledge of capital markets post-trade operations. The role supports broker-dealer clients facing complex operational, regulatory and technology transformation challenges, and is a consulting practitioner position focused on how institutional trades move from execution to settlement.

Key responsibilities

• Evaluate front-to-back trade flows to find opportunities to improve STP rates through automation, and assess data standardization issues and settlement fails
• Evaluate operating models across front, middle and back office, design current and future-state process flows, and develop target operating models
• Work with technology teams to develop automated solutions, leveraging Sia's AI and data science teams
• Interview stakeholders across front office, operations, technology and compliance, synthesize findings and present recommendations
• Lead assessment workstreams, coach junior team members and contribute to proposals, client presentations and thought leadership

Required profile

• 2-4 years of relevant experience in management consulting, corporate and investment banking, or financial services (investment banking, sales and trading, fixed income, equities or operations)
• Bachelor's degree from an accredited institution
• Prior experience with regulatory, risk, strategy, technology or operational change initiatives in CIB or capital markets
• Ability to manage multiple workstreams, meet tight deadlines and communicate complex topics clearly to senior audiences

Required skills

• Working knowledge of the institutional trade lifecycle: order management, trade capture, allocation, confirmation and affirmation, clearing, DVP settlement, reconciliation and fail management
• Familiarity with DTCC (CTM, ALERT, NSCC), SWIFT messaging and custodian settlement workflows
• Knowledge of regulations and securities transactions for requirement analysis and rule interpretation
• Project management tools such as JIRA, Confluence, and Microsoft Office (Excel, PowerPoint, Project, Visio)