Team Leader
2 days ago
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 Team Leader
Key Responsibilities:
Security Master and Pricing Operations,
o Comprehensive understanding of financial instruments and their attributes (stocks, bonds, derivatives, mutual funds, etc.)
o Proficiency in security master systems, pricing software and market data platforms (e.g., Bloomberg, Refinitiv, Golden source)
o Create, maintain and update security master records for all asset classes, including equities, fixed income, derivatives and alternative investments.
o Ensure accurate setup of securities with identifiers such as ISIN, CUSIP, SEDOL, Symbols and Ticker
o Coordinate with data vendors (e.g., Bloomberg, Refinitiv, FundServ) to source and validate security and pricing information.
o Exceptionally detail-oriented, with a strong focus on data accuracy and quality control.
o Conduct regular reviews and audits of the security master database to ensure data integrity.
o Oversee the daily pricing process for portfolio assets, ensuring all securities are priced accurately and on time.
o Validate pricing data from third-party sources and investigate discrepancies in valuation. Performing price variance check to ensure tolerance are within defined threshold.
o Collaborate with various wealth operations stakeholders, technology, investment advisors, traders and other support teams to address pricing discrepancies. Ability to present data and insights clearly to stakeholders.
o Maintain pricing hierarchies and rules in line with internal policies and regulatory requirements.
o Create, maintain and pricing of GICs (Guaranteed Income Certificate)
o Capacity to handle large volumes of data and meet tight deadlines during critical pricing cycle.
o Develop, manage and maintain Standard Operating Procedures (SOPs) to ensure consistent workflows and operational efficiencies. Also, accountable for the lifecycle management of SOPs.
Experience and Qualifications:
o Bachelor’s/master’s degree in finance, Commerce, Economic, or related field.
o 7+ years of experience in financial data management, pricing operations, security master systems or related role within wealth management.
o Strong understanding of financial markets and instruments.
o Experience handling audit and controls.
o Skilled in prioritizing projects, tasks, process improvements, change management, managing deadlines and delivering results under pressure.
o Excellent analytical and problem-solving skills.
o Proficiency in relevant software and tools (e.g., MS-Office, Excel, etc. ).
o Advanced Excel skills (e.g., VLOOKUP, VBA and pivot table)
o Proven experience managing and developing a team, including performance management and mentoring.
o Skilled in providing actionable feed back in collaborative manner to support individual and team development.
Knowledge, Skills and abilities:
o Knowledge of data management and database systems.
o Ability to analyze and interpret complex financial data.
o Strong organizational skills to manage large datasets.
o Strong communication skills, with the ability to clearly articulate ideas, provide feedback and engage stake holders at all levels.
o Knowledge of various asset classes, pricing models and market conventions.
o Collaborative skills to work with cross-functional teams.
o Ability to troubleshoot and resolve data-related issues.
o Strong analytical mindset to develop effective solutions.
o Exceptional listening and empathy to build trust and maintain positive relationships.
o Ability to set clear goals and vision for teams and align them with organizational objectives.
o Ability to handle conflict resolution and foster a positive team dynamic.
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.
Hybrid Work Environment
Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three da
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