Private Investment Specialist

2 days ago


Old Toronto, Canada CI Financial Company Full time
Job Summary

We are seeking a skilled Private Investment Specialist to join our team at CI Financial Company in Toronto, ON. This is a full-time position that requires strong analytical and communication skills.

About the Role

This role reports jointly to the EVP, CIO at CI Global Asset Management and Partner, Alternatives Corient. The successful candidate will conduct rigorous due diligence on existing portfolio private investments made for primarily US business units, as well as some Canadian units. Key responsibilities include:

  • Conducting in-person and remote meetings with fund managers to ensure compliance and performance of existing investments.
  • Providing updated information to advisors and clients on the status of existing investments, including performance, new allocations, realizations, changes in the opportunity set, and updates to the team/fund/organization.
  • Serving as a product expert for legacy private investments and other related alternative product offerings.
  • Tracking and modeling alternative investment capital activity (capital calls & distributions) for investments.
  • Working with wealth advisors to support client service and business development efforts related to alternative investments.
Requirements

To be considered for this role, you should have:

  • A Bachelor's degree in business, economics, finance, or a related field.
  • 2-5 years of experience in a private investment-related role as either an investment analyst/consultant or product specialist.
  • Strong commitment to delivering high-quality work and exceeding expectations.
What We Offer

We offer a competitive salary range of $85,000 - $110,000 per year, depending on experience. Other benefits include:

  • Modern HQ location within walking distance from Union Station
  • Equipment Purchase Program
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Employee Share Purchase Program (ESPP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Paid time off for Volunteering

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