Our client is one of the world's leading pension funds, currently building a new trading platform and consolidating a complex landscape of order management systems. For this purpose, they’re partnering with Strategio to build a high-performing, AI-first consulting team that will support the large-scale transformation initiative. 

The environment is fast-paced, highly collaborative, and involves direct interaction with senior stakeholders across technology, trading, and investment operations functions. 

This role focuses on front office workflows, sitting at the intersection of the trading desk and technology delivery. You will work directly with traders and portfolio managers to document, map, and validate order management and execution workflows as they are rebuilt on a next-generation platform.

We offer a full-time permanent role within the Strategio Financial Services Practice in Toronto, hybrid 4 days onsite and 1 day remote, on a long-term consulting deployment with our client.

What You'll Do:

• Document and analyze front office workflows across order generation, routing, execution, allocation, and OMS interaction patterns

• Convert trading desk requirements into build-ready specifications, workflow maps, acceptance criteria, and test cases.

• Work with traders and portfolio managers to identify and document business logic, edge cases, and exception paths across asset classes

• Identify control gaps and operational risks in current-state execution workflows and map them to future-state requirements

• Use AI tools to accelerate workflow decomposition, requirements documentation, and test scenario generation

• Ensure the new platform reflects how traders actually work, not just how the system is designed to work

What You Bring

Communication:

• Confident and reliable on a trading floor, able to hold their ground and earn trust quickly with senior stakeholders
• Clear written and verbal communication that can translate complexity for both business and tech audiences

Analytical thinking

• Strong Business Analyst fundamentals: requirements gathering, process mapping, gap analysis, and UAT
• Sharp instinct for execution logic: ability to decompose how an order moves from generation through to fill, identify variants, and document edge cases precisely
• Naturally asks: what happens at the margin, what does the system do when the order does not behave as expected, what is the exception path, who is accountable
• Detail-oriented and organized, comfortable working at pace alongside an active trading desk

Financial Markets

• Deep understanding of public markets across equities, fixed income, derivatives (listed and OTC), and/or FX
• Strong working knowledge of the full trade lifecycle: order creation, execution, allocation, booking, confirmation, clearing, settlement, position keeping, and exception management
• Sufficient range to engage credibly across front office, middle office, and data domains; you do not need to be the deepest specialist in each, but you need to hold your own across all of them
• Familiarity with IBOR and ABOR concepts, downstream reporting, and operational controls
• Exposure to execution venues, regulatory reporting, or prime brokerage is a plus.

AI Fluency

•  Usage of AI tools daily as part of normal workflow
• Have built or materially improved something using AI: a script, prototype, workflow automation, requirements accelerator, testing tool, analysis model, or documentation workflow
• Can explain how you tested AI-generated outputs, identified errors, and applied appropriate human review
• Understand confidentiality, data sensitivity, hallucination risk, auditability, and the need for human-in-the-loop validation
• Enough market depth to know when AI is wrong, incomplete, or making dangerous assumptions
• Think in terms of what AI can help build, test, validate, and accelerate, not just what it can answer

Your job search ends here.

If you’re eager to contribute to cutting-edge projects and want to work with a high-performance team, apply now.