Investment Policy Analyst

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

WHAT YOU WILL DO
- Produce accurate manual asset allocation instructions (investments, redemptions, switches/transfers and rebalancing activities) according to our established portfolio optimization methodologies for clients under the CI Assante Private Client and CI Private Wealth platforms.
- Coordinate and assist Investment Counsellors and internal departments with the implementation of our Pool & Segregated models, and ensuring investments are done accurately as per the client(s) intention/risk profile/IPS while following internal rules and guidelines.
- Investigate investment-related requests, analyze, make recommendations and implement the best-possible agreed-upon solution for the client in a timely manner.
- Support LOI/Adjustment teams by providing accurate portfolio market value analyses, and where required, exercise creative thinking to resolve issues when certain unique situations fall outside of the norm.
- Review daily integrity reports and support team with quality control efforts.

WHAT YOU WILL BRING
- Post-secondary education in Business or a related discipline
- 2+ years experience within the financial services industry, with knowledge of mutual funds and securities such as stocks, bonds, derivatives, GIC’s, ETF’s, etc.
- Related industry courses (CFA, CIM, CSC, etc.) is a definite asset
- Familiarity with investment management philosophies
- Strong analytical, organizational, time management, customer service and communication skills (both written and verbal), combined with a high accuracy and attention to detail
- Self-motivated with the ability to work under pressure with demanding workloads and under mínimal supervision
- Advanced Knowledge in Microsoft Excel (e.g. macros)

WHAT YOU CAN EXPECT FROM US
- Collaborative and friendly team environment
- Opportunities to develop and grow within the company
- Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
- Modern, conveniently-located facilities
- Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more.

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

, or call
416-364-1145 ext. 4747
. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

416-364-1145 ext. 4747
.