At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a Director, Business Analytics and Insights to lead the development of advanced analytical capabilities that support investment and portfolio decision-making. The successful candidate will drive analytics related to portfolio risk, attribution, portfolio construction, security valuation, and alternative data while ensuring the firm’s investment processes are supported with best-in-class data and reporting solutions.
This role requires a leader who is strategic yet hands-on, capable of managing complex analytical initiatives while collaborating with key stakeholders across the business to ensure insights drive meaningful business outcomes.
KEY RESPONSIBILITIES:
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Providing expertise on risk, attribution, and performance analytics, provide commentary and storytelling to translate analytical insights into actionable investment decisions and compelling product narratives.
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Develop a deep understanding of investment data sources and ensure they are effectively leveraged across Portfolio Management and Marketing functions.
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Team Leadership: Lead a team of investment analytics professionals, fostering an innovative and collaborative culture.
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D&A Transformation: Drive the adoption of analytics tools that enhance data accessibility, visualization, and reporting. Work closely with IT and D&A functions (i.e. data engineering , data governance, data operations) to ensure high data quality and compliance.
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Stakeholder Management: Develop and maintain strong relationships with key stakeholders within the organization to ensure alignment and collaboration on business objectives. Regularly engage with Portfolio Management teams to assess their analytics needs, ensuring reporting and data infrastructure remain relevant to their investment processes.
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Communication skills: Present findings, insights, and recommendations to senior leadership and other key stakeholders in a clear and compelling manner, translating complex data into actionable reports and strategic plans.
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Technical Expertise: Stay abreast of industry trends, emerging technologies, and best practices in Investment Analytics.
Qualifications
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7+ years of experience in investment and portfolio analytics, performance attribution, risk modelling and business intelligence
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Technical degree in Computer Science, Mathematics, Finance, Statistics, or related field.
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Proficiency in data visualization tools (e.g., Tableau), and a strong working knowledge and understanding of SQL, and other programming languages
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Experience with cloud platforms (e.g., AWS, Azure) and modern data architectures.
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Exceptional leadership and people management abilities, with a focus on fostering a collaborative and results-driven team culture.
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Excellent analytical, problem-solving, and decision-making skills
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Effective communication and stakeholder management skills, capable of conveying complex data and insights to executive teams and sales leaders.
Nice to haves:
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Hands-on experience with financial reporting platforms (FactSet, Bloomberg, MSCI Barra, Charles River, etc.).
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Strong understanding of investment management processes, including security selection, risk management, and portfolio construction.
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CFA, CIPM, or FRM designation is nice to have.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.
Top Skills
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
