Portfolio Analyst

5 days ago

Toronto, Canada CI Financial Full time

**ABOUT US**

CI Global Asset Management is one of the country’s largest investment fund companies. CI 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 is part of CI Financial, a diverse group of financial services firms.
**POSITION**: Portfolio Analyst/Associate
**LOCATION**: Toronto (M5J 0A3)
**STATUS**: Full-time
**JOB OVERVIEW**

We are currently seeking a Portfolio Analyst to join our CI Multi-Asset Management team.
**WHAT YOU WILL DO**:

- Primary contact and responsibility for portfolio trading, operations and risk management groups for CIMAM
- Build/integrate and maintain trading, operations and risk management processes and tools
- Assist in managing all CI’s managed solutions including Portfolio Series, Portfolio Select Series, Evolution, and institutional and LifeCycle portfolios with supervision of CIO and portfolio managers
- Initiate trades for rebalancing, cash flow management, asset mix change purposes
- Work closely with manager research and portfolio management to select and weight existing and new strategies in models
- Provide Investment Committee with performance attribution and risk management reporting and insights on an ongoing basis
- Support Investment Committee on ongoing and ad hoc research
- Support product, marketing and sales team with information on CIMAM portfolios
- Write commentary on a quarterly and ad-hoc basis
**WHAT YOU WILL BRING**
- 2+ years of full-time experience in the investment industry
- Experience in a multi-asset or macro focused team is preferred
- Undergraduate degree, preferably in business, economics or finance
- Enrolment or successful completion of the CFA designation
- Enrolment or completion of Futures and Options Licensing courses
- Strong attention to detail and ability to work in a fast-paced, dynamic environment
- Good understanding of the investment industry regulations, NI 81-102
- Experience using Bloomberg, Charles River, Barra and FactSet and ability to learn new trading, portfolio management and risk management tools
- Advanced Excel, knowledge of programming language skills a plus
- Effective time-management and ability to learn, prioritize, and execute quickly
- Some knowledge of industry back-office practices and financial markets and instruments
- Work effectively and reliably under pressure with mínimal supervision
- Solid conceptual and problem-solving skills
- Strong logic and analytical skills to clearly identify key issues
- Excellent written and verbal communication skills

**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking **“Apply”.**

Posting Tag: IND#

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