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 individual will work as part of the equity research team and will provide analysis of companies in the Utilities sector, on a global basis. As sector lead, they will support the portfolio management function by providing investment ideas as well as actively managing sector sleeves; global, US and Canadian.
At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s).
We are open to applications across different experience levels with different sector expertise but are particularly interested in those with expertise in the Utilities sector.
WHAT YOU WILL DO
• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
• Openly hold yourself accountable to support collective learning and continuous improvement.
• Generate and manage research that supports strong alpha within the Utilities sector.
• Research, analyze, and recommend investments:
• Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
• Perform quantitative modeling and analysis for security and industry selection
• Meet with company management, industry experts, and other specialists
• Document research ideas and investment rationales
• Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
• Communicate high conviction recommendations to the rest of the group
• Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
• Work closely with portfolio managers
• Participate in research and process improvement initiatives on an ongoing basis.
WHAT YOU WILL BRING
• A broad range of experience levels will be considered although applicants should ideally have a minimum of 5 years equity research experience (buy-side or sell-side) in the Utilities sector. Flexible compensation structure that will adjust for those applicants with more experience
• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.
• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed.
• A willingness to continue to learn and open to improvements in process and structure.
• Good communications skills.
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Excellent verbal and written communications.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).
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
