- Date Posted Nov 1, 2024
- Location Toronto, ON
- Job Type Contract
- Job ID 17328
Are you collaborative, innovative, and enjoy visionary thinking? Are you a self-motivated individual who is hardworking with proven work history?
Are you a forward-thinking, creative individual who willingly takes ownership of complex and challenging initiatives? Then, Apply Now!
Working with one of the top financial clients, this role calls for an Investment Analyst -Capital Markets / Bloomberg / Eikon and Fundserv who will provide end-to-end support for the client’s mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders.
Delivers operational processes and provides after-sales support to personal wealth and asset management businesses and stakeholders.
Areas of operational expertise include Broker / Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.
Responsibilities :
- Act as a liaison between vendors and investment advisors
- Security maintenance and update for equities, fixed income and private companies.
- Analyses data to perform day-to-day price variance reports for securities.
- Designs, develops and implements innovative analytical solutions to improve client reporting.
- Produces regular reports as required.
- Daily monitor and update of spot rates as per client requirements.
- Gathers and formats data into regular and ad-hoc reports and dashboards.
- Supports 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.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries, etc., within relevant service-level agreements.
- Provides accurate and timely processing of transactions, activities, services, etc., to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provides accurate, consistent, and knowledgeable responses to internal / external stakeholder questions and requests.
- Follows documented policies and procedures to execute day-to-day transactions, activities, and processes and meet all Service Level Agreements (SLAs).
- Monitor team mailboxes
- Monitoring the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices
- Security & GAC setups
- Equity setups for private placements
Desired Skill Set :
- Candidate must know vendor sources like Bloomberg, Eikon and Fundserv
- Knowledge of Capital market products (Equities, Derivatives and Fixed income securities)
- Excellent organizational, prioritization, and time management skills
- Intermediate to advanced Excel functionality
Nice To Have :
Experience with Broadridge(ADP) and FIS (Global Plus)
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
Investment Analyst – Capital Markets/Asset Management
Working with one of the top financial clients, this role calls for an Investment Analyst – Capital Markets/Asset Management you will support the development and execution of strategic initiatives aimed at optimizing the distribution of the client’s mutual funds, ETFs, and other investment products. ...
BMO Capital Markets New Grad 2025: Global Markets Corporate Banking, Analyst
Corporate Banking is an integral part of BMO Capital Markets' Investment and Corporate Banking group which offers corporate, institutional and government clients a complete range of financial services, including lending, equity and debt capital raising, structured finance, M&A, treasury and market r...
ERP & MES Analyst
Performs all job functions in a safe, healthful and environmentally conscious manner, abiding by all health, safety and environment rules and regulations as outlined in the company handbook. Conduct on-going maintenance and support of all ERP and MES related hardware including printers and scanners....
Senior Capital Markets Business Analyst - 35289
The Regulatory and Business Initiatives (RBI) Group is an internal business transformation advisory/consulting group which supports Global Banking & Markets, International Banking, and, in some cases, the enterprise, to deliver large-scale regulatory, business, data and operational initiatives, requ...
Data Analyst and Reporting Tools Developer
We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. The Data Analyst and Reporting Tools Developer reports to the Manager, Reporting and Analysis, is responsible for the planning, ...
Business Analyst Specialist, Capital Markets Technology 1
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capit...
Analyst/Associate, Stock Exchange (Financial Markets) Data & Vendor Management
As part of our global Market Data team, you will partner with other Market Data, business and technology professionals located in RBC offices worldwide, ensuring proprietary applications have appropriate market data control and reporting mechanisms and that market data use policies are well understo...
Director, Private Capital (Funds and Co-investments)
OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastru...
Business Systems Analyst, Capital Markets Technology, Hybrid
Global Banking and Markets Engineering (GBME) is the fast-moving, award-winning technology engine that powers Scotiabank’s Corporate, Investment Banking, and Capital Markets businesses. You will work closely with cross functional teams, including engineers, solutions architects, and business teams t...
Business System Analyst - Capital Markets, Data Management
Intakes & Estimations- Understanding of Asset Class and Trade Life Cycle(Capital Markets). Job Title: Business System Analyst - Capital Markets, Data Management. Understand solutions design, build and test phases of the project lifecycle. Requirements documentations Business, Solution and Non-Functi...