Investment Analyst

7 months ago

Toronto, Canada CI Financial Full time

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.

CI Global Asset Management (CI GAM) is one of the country’s largest investment fund companies. CI GAM is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI GAM is part of CI Financial, a diverse group of financial services firms.

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 Technology and Communications Sectors
- 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 other portfolio managers, whether sector specialists or generalists
- Participate in research and process improvement initiatives on an ongoing basis.

WHAT YOU WILL BRING

Experience
- A broad range of experience levels will be accepted. Applicants should ideally have equity research experience (buyside or sellside) and/or sector specific experience working with your respective sector(s)
- Flexible compensation structure that will adjust for those applicants with more experience

Education
- Bachelors degree, or higher.
- CFA designation, or commitment to obtain the CFA designation.

**Skills**:

- 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).

WORKING CONDITIONS
- Flexible office hours and working conditions.
- Willing to travel globally.

LI-HYBRID

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.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

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