Director, Capital Markets

Merchant Advance Capital

Merchant Advance Capital

British Columbia, Canada
Posted on Saturday, September 9, 2023

monthlyMerchant Opportunities Fund is a private specialty finance fund with a 10+ year track record of putting much-needed capital into the hands of North Americans underserved by the banking system while delivering consistent, attractive and highly diversified returns to its investors. We do this by investing in proprietary loan portfolios originated by leading fintech companies that address the credit needs of small businesses and consumers across North America.

The Role

As the Director of Capital Markets of the Merchant Opportunities Fund (MOF) team, you will be responsible for leading all of the fund’s wholesale distribution activities and building & managing relationships with capital market participants. Your role will be responsible for all of Merchant Opportunities Fund’s retail and institutional fundraising activity with the mandate of expanding the current distribution network.

We are seeking a strong and outgoing team player, who possesses a strong work ethic and can take initiative in a growing entrepreneurial alternative asset manager. If you have prior wholesale fund sales experience or experience in the asset management industry and want to further grow your career, this role is for you.


  • Work closely with the Managing Partners of the fund to develop and increase awareness of the fund
  • Develop and implement a business plan and sales strategy to increase MOF’s assets under management (AUM)
  • Identify and execute on new distribution opportunities through prospecting and proactive outreach
  • Manage and build relationships with investment advisors, brokerages, family offices and institutional investors to grow the fund’s AUM
  • Coordinate due diligence/approval processes to get the fund approved with prospective investment brokerages
  • Prepare marketing materials to support prospecting activities and educate investment advisors on MOF’s strengths as a candidate for fixed income allocations
  • Master the MOF investment message and represent MOF at conferences, events and engagements
  • Research and gather information pertaining to brokerages, investment advisors, family offices and institutional investors
  • Stay abreast and up to date about current financial news and financial markets
  • Coordinate with all relevant teams internally to ensure processes and workflows are aligned to meet the needs of investors and external stakeholders
  • Ensure all processes and output are consistent with MOF policies

Desired Skills & Experience

  • 3+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
  • Established relationships within the industry are preferred
  • Strong business acumen and demonstrated proficiency in general business disciplines
  • University degree
  • Canadian Security Course
  • CFP, CIM or CFA is an asset or strong knowledge of accounting concepts
  • In-depth investment management and general market knowledge
  • Able to make quick and appropriate decisions, while working within the regulatory framework
  • Ability to build internal partnerships and relationships in a team environment

Success Factors

  • Prior experience in the asset management industry of at least 3-5 years
  • Prior experience in a managing role of at least 1-year managing client relationships, deliverables and communication
  • In-depth knowledge of private credit funds
  • Solid interpersonal and communication skills
  • Strong organizational skills
  • Ability to handle multiple demands, competing priorities, and constant change
  • Ability to allocate time effectively and manage tight deadlines
  • Keen interest in and understanding financial markets
  • Ability to manage their own time and workload effectively to ensure both internal and external deadlines are met
  • Actively manage and prioritize requests

What We Offer

  • A remote workplace with an option to work in the office
  • A tight-knit team that works together, works hard and makes things happen
  • An opportunity to be entrepreneurial and fully responsible for the fund’s capital markets function
  • Competitive, results-driven compensation
  • Comprehensive Group Health Benefits (Life, AD&D, Extended Health & Dental and Travel Insurance)
  • Company-wide lunch and learns & monthly team events
  • Education and Learning Benefits

We thank all applicants for their interest; however, only selected candidates for further consideration will be contacted.

Learn more about Merchant Opportunities Fund

Learn more about Merchant Growth