Junior Investment Analyst

Mid‑Senior level | Employment type: Finance and Sales DescriptionAt 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 successful candidate will be expected to participate in the research, analysis and security selection of predominately North American companies in your respective sectors. Openly hold yourself accountable to support collective learning and continuous improvement. Research, analyze, and recommend investments: Perform in-depth fundamental credit research and industry analysis to identify companies and bonds with superior risk-return profiles Follow companies in assigned sectors, contribute to reporting and marketing needs Meet with company management, industry experts, rating agency analysts and other specialists Document research ideas and investment rationales Maintain and update various analytical tools used to evaluate corporate bonds for inclusion in funds Present to internal clients about security selection, investment ideas, and portfolio activity. Participate in research and process improvement initiatives on an ongoing basis. However, applicants should have a minimum 1‑3 years experience in the financial services industry, preferably with a focus on financial analysis. Excellent understanding of accounting and financial statement analysis, economic theory 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. Competent with Microsoft Office software and willingness to learn new platforms (e.
G. trading platforms, content sharing (Bloomberg) and attribution software). Nice to have experience with SQL, Python and Bloomberg VBA Willingness to travel 3 times a year to NYC and or other areas of the US CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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. A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave Top‑up program In addition, the Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. We are focused on building a diverse and inclusive workforce. 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 accessible.