Portfolio Analyst

6 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#

  • Portfolio Analyst

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172394 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **1832 Asset Management L.P.**: 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic...

  • Portfolio Analyst

    3 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199756 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The...

  • Analyst, Portfolio Construction

    1 day ago

    Toronto, Canada OMERS Full time

    Under the leadership of the Chief Investment Officer, the Total Portfolio Management Group provides a holistic lens across the OMERS investment portfolio, with responsibility for asset allocation, currency, liquidity management and economic research at the total portfolio level. The Total Portfolio Management group works closely with the broader investment...

  • Project Portfolio Analyst

    1 week ago

    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Project Portfolio Analyst Purpose of role The Project Portfolio Analyst will be responsible for providing administrative, financial, resource and project governance support for Foresters projects. This position will be responsible for the project intake management, project estimation and initiation, project gating process,...

  • Analyst, Portfolio Construction

    1 week ago

    Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** The UPP is a new, jointly sponsored pension plan that serves all active, retired, and deferred members and beneficiaries of the five current pension plans of the founding institutions - Queen’s University, the University of Guelph, and the University of Toronto. UPP serves more than 35,000 members and manages assets of...

  • Analyst, Portfolio Management Group

    2 weeks ago

    Toronto, Canada WTW Full time

    **Description**: The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight...

  • Portfolio Analyst

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 243232 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all...

  • Graduate - Fi Portfolio Analyst

    2 weeks ago

    Toronto, Canada Aviva Full time

    Graduate - FI Portfolio Analyst A bit about the job: Specifically, the role will provide you with a hands-on opportunity to (i) learn fixed income portfolio management; (ii) gain a broad understanding of the global fixed income markets; and (iii) become conversant with climate-solutions related investment strategies. In this respect, you’ll work closely...

  • Portfolio Analyst

    1 week ago

    Toronto, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 243232 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all activities conducted are...