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Manager, Investment Fund Research
2 weeks ago
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
- Provide support to a subset of CI portfolio managers, including but not limited to research & analysis, performance reporting and competitive intelligence.
- Create and update content and presentations that clearly explain the people, process and philosophy of various portfolio managers within the framework of their distinct value propositions
- Conceptualize, consolidate, and communicate to the national sales team the investment strategies being used by portfolio managers in light of current economic and capital markets conditions on a regular basis
- Act as a liaison between portfolio managers and the sales department to ensure that all pertinent information is being communicated effectively and regularly - answer questions posed by sales team on funds and portfolio managers
- Assist portfolio managers and the CI sales team in the organization of and preparation for sales and marketing events, primarily through the creation and/or updating of portfolio management presentations
- Analyze and maintain an understanding of competitor products relevant to your portfolio managers. Create competitive analysis pieces that can be used by senior management and sales & marketing that provide key positioning points.
- Assist in the research, development and launch of new funds - at times one may have to coordinate with portfolio managers, senior management, legal, marketing, communications and operations throughout the fund launch process; including provide input around category research and analysis, supporting marketing materials and positioning the idea for the sales team
- Assist product development and legal in the renewal or enhancement of existing products - annual information form (AIF), prospectus and other fund filings
- Input into the communication strategy and documentation regarding portfolio management team changes
- Input into the marketing strategy and to position funds and portfolio management teams within the industry
- Pro-actively identify opportunities to positively position CI investment strategies in such a way to increase net sales across regions and distribution channels
- Perform and interpret fund performance analysis to understand and communicate sources of out/underperformance relative to key competitors and benchmarks, including period commentaries
- Monitor, analyze and assess market developments to communicate timely updates on these developments and their potential impact on the assigned products
- Deliver training and product presentations to the national sales team
Skills and Tools Most Frequently Used:
- Use research tools such as Morningstar Direct or Bloomberg to gather pertinent fund, market and security related data
- Gather information from a variety of additional sources and departments to supplement research efforts
- Use Microsoft office programs such as excel, word, power point, teams and outlook to perform, organize, summarize, present, and distribute analysis and messaging
- Summarize and simplify large bodies of complex text, audio, and video into manageable and concise, yet powerful content pieces for the sales team
- Manage a large set of often conflicting priorities and deadlines
- Work in cooperation with numerous departments and people to meet deadlines with consistent quality work
- Prepare and deliver presentations on complex topics to internal and external clients
WHAT YOU WILL BRING
- Must have 2-3 years of financial services experience
- 3 + years of experience in the mutual fund / investment services industry
- University degree in the field of Business or Commerce
- CFA designation or working towards the designation (beneficial, not required)
- Additional industry courses and designations are beneficial but not required
- Technical knowledge and interest in investment performance measurement and attribution analysis
- Fundamental knowledge of secu
