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.
The Portfolio Analyst will support the multi-asset management team by conducting quantitative and qualitative analysis, monitoring portfolio performance, and assisting with trading. The role requires strong analytical skills, attention to detail, and a deep understanding of global markets, investment vehicles, and risk management.
WHAT YOU WILL DO
- Support portfolio managers to execute and reconcile ETF, bond, currency and derivatives trades
- Work closely with internal central trading desk to execute trades with external parties
- Follow up on trade settlement problems and resolve
- Develop reports to enhance portfolio monitoring process, by maintaining/upgrading existing Excel Macros and implement new solutions
- Perform general trading related securities analysis
- Market intelligence (including information gathering and monitoring).
- Ensure the investments comply with the IPS and regulatory requirements.
- Write performance reports, MRFPs and commentaries
WHAT YOU WILL BRING
- 2+ years of full-time experience in the investment industry
- Prior experience in a trading capacity with an investment company is preferred
- Undergraduate degree, preferably in business, economics or finance
- Successful completion of the Canadian Securities Course
- Strong attention to detail and ability to work in a fast-paced, dynamic environment
- Good understanding of the investment industry regulations, NI 81-102
- Experience using Bloomberg, Charles Rivers and ability to learn new trading tools
- Advanced Excel Skills
- Effective time-management and ability to learn, prioritize, and execute quickly
- Working knowledge of Industry back office practices and financial markets and instruments
- Work effectively and reliably under pressure with minimal supervision
- Solid conceptual and problem-solving skills
- Strong logic and analytical skills to clearly identify key issues
- Excellent written and verbal communication skills
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.
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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
