Investment Policy Analyst

5 days ago

Old Toronto, Ontario, Canada CI Financial Company Full time
Job Overview

We are seeking a highly skilled Investment Policy Analyst to join our Private Client Investment Policy team at CI Financial Company. As a key member of our team, you will be responsible for providing prompt and courteous service to our internal and external partners, including Investment Counselors, Financial Advisors, and their Assistants.

Key Responsibilities
  • Generate accurate financial trade instructions related to a client's Investment Policy (IP) with the utmost precision.
  • Investigate IP trade-related issues in a timely manner and coordinate complicated requests with various parties.
  • Implement asset mixes and ensure investments are done accurately as per the client's intention, risk profile, and Investment Policy Statement (IPS).
  • Provide portfolio market value and cost analyses where required for Letters of Intent (LOI) and Adjustment requests.
  • Exercise creative thinking to resolve issues when certain unique situations fall outside of the norm.
  • Provide prompt and courteous service to Financial Advisors, Investment Counselors, Client Service, Compliance, and other internal departments via phone and email on trade-related requests at the IP level.
  • Review daily integrity reports and support the team with quality control efforts.
Requirements
  • Post-secondary education in Business or a related discipline.
  • 2+ years of experience within the financial services industry, with knowledge of mutual funds and securities such as stocks, bonds, derivatives, GICs, ETFs, etc.
  • Related industry courses (CFA, CIM, CSC, etc.) are a definite asset.
  • Familiarity with investment management philosophies.
  • Strong analytical, organizational, time management, customer service, and communication skills, combined with a high level of accuracy and attention to detail.
  • Self-motivated with the ability to work under pressure with demanding workloads and under minimal supervision.
  • Advanced knowledge in Microsoft Excel (e.g., macros).
What We Offer
  • A modern headquarters location within walking distance from a major transportation hub.
  • A flexible and 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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