Investment Policy Analyst at CI Financial
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Key Responsibilities
• Prepare asset allocation and portfolio rebalancing instructions
• Support Pool and Segregated portfolio model implementations
• Investigate trade-related inquiries and recommend solutions
• Perform market value analysis and coordinate corrections
• Provide timely support to Investment Counsellors and Managers
Requirements:
• Post-secondary education in Finance or related field
• Minimum 2 years in financial services industry
• Knowledge of mutual funds and investment products
• Strong analytical and organizational skills
• Advanced proficiency in Microsoft Excel Utilize your analytical expertise and attention to detail to enhance investment policies and client support at CI Financial. #J-18808-Ljbffr
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