Middle Office Operations Analyst​/Equities

Are you an experienced Business Analyst with equities capital markets background? Apply Now!

Working with one of our top financial clients, this role calls for a Middle Office Operations Analyst/Equities. The successful candidate will join a dynamic middle office operations team within banking

Securities, supporting trade support functions related to equities and derivatives. This position offers the opportunity to work within a leading financial institution, contributing to strategic initiatives and process improvements, with a focus on operational excellence and risk mitigation.

Pay rate range (CAD): $41.21/hr– $49.45/hr

• Provide middle office trade support across allocation, reconciliation, and inventory balancing functions
• Ensure accurate trade capture, matching, and settlement readiness for equities and derivatives flows
• Act as a control point between Front Office, clients, custodians, and clearing/depository platforms (CDS/DTC)
• Focus on break resolution, risk mitigation (fails/capital), and regulatory timelines (T+1 lifecycle)
• Perform block and step-out allocations across client and internal accounts
• Monitor and resolve exceptions in CTM / matching platforms
• Validate trade economics versus OMS / street records
• Manage DKs, unmatched and unaffirmed trades
• Ensure T+1 allocation / affirmation compliance
• Collaborate with internal and external stakeholders with daily meetings (~1 hour)

• 3+ years middle office experience within equities capital markets
• Proficiency in books and records systems (such as ISM, SOPHIS, FIDESSA, CTM, CDS, DTC)
• Strong Excel skills, including VBA; 3+ years of experience
• Knowledge of trade allocation, reconciliation, and exception management
• Ability to work effectively under strict deadlines in a high-volume environment
• Excellent communication and stakeholder management skills

• CSI courses related to equities
• Experience with trade support in global markets
• Familiarity with automation tools and process improvement methodologies
• Prior experience working within a major financial institution

Beach Head is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. Beach Head or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching.

These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.