Investment Advisor/ Analyst – Capital Market
Do you seek challenges and personal development opportunities and have the courage to make a difference? Are you a motivated, flexible, creative team player with perseverance, excellent multi-tasking abilities and a proven track record for meeting strict deadlines? Then, Apply Now!
Working with one of the top financial clients, this role calls for an Investment Advisor/Analyst – Capital Market who will be responsible for providing end-to-end support for the client's mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. The successful candidate will deliver operational processes and provide after-sales support to the personal wealth and asset management businesses and stakeholders. The ideal candidate will have 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
- Provide security maintenance and update 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 of spots 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.
- Execute routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
- Provide accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provide accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
- Follow documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Monitor team mailboxes.
- Monitor the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices.
- Security & GAC set ups.
- Equity set ups for private placements.
Desired Skill-Set:
- Knowledge on vendor sources like Bloomberg, Eikon and Fundserv.
- Knowledge on Capital market products (Equities, Derivatives and Fixed income securities).
- Excellent organizational, prioritization, 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.
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