Embark on a rewarding career as a Mutual Fund Financial Analyst with a top financial client. Manage trades, ensure compliance, and utilize advanced technical skills in this vital role.

This position is ideal for an experienced accountant seeking to thrive in a high-risk, detail-oriented financial environment. The successful candidate will manage daily operational tasks related to mutual fund trading and settlements while adhering to regulatory guidelines. Your proactive approach and robust communication skills will enhance team collaboration and customer service.

Key Responsibilities:
• Accurately process mutual fund trades and settlements
• Resolve transaction breaks and discrepancies
• Manage FundSERV transactions and money movements




• Support operational workflows with Excel macros
• Ensure compliance with operational procedures

Requirements:
• Expertise in advanced Microsoft Excel and financial services
• Experience in mutual funds and compliance settings
• Excellent verbal and written communication skills
• Ability to quickly learn new internal systems
• Commitment to confidentiality and data protection

Utilize your financial acumen to contribute effectively in a compliance-driven mutual fund analyst role.
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📌 Mutual Fund Financial Analyst Role (Ontario)
🏢 BeachHead
📍 Ontario