Capital Market Solutions Expert

24 hours ago


London, Ontario, Canada BeachHead Inc. Full time

BeachHead Inc. is seeking a skilled Capital Market Solutions Expert to join our team.

The successful candidate will provide end-to-end support for the company's mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders.

This role calls for an expert who will be responsible for delivering operational processes and providing after-sales support to the personal wealth and asset management businesses and stakeholders.

The ideal candidate will have areas of operational expertise including Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.

About the Role:

  • Act as a liaison between vendors and investment advisors.
  • Provide security maintenance and updates for equities, fixed income, and private companies.
  • Analyze data to perform day-to-day price variance reports for securities.
  • Design, develop, and implement innovative analytical solutions to improve client reporting.
  • Produce regular reports as required.
  • Monitor and update spot rates as per client requirements.
  • Gather and format data into regular and ad-hoc reports, and dashboards.
  • Support change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • May function as a problem-solving resource for more junior staff.
  • Organize work information to ensure accuracy and completeness.


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