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Portfolio Trading Associate
3 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
CI Direct Investing is looking for a portfolio trading associate to contribute investment expertise to our small but growing team. Your responsibility will be trading client accounts, managing asset allocations across all portfolios, analyzing trade data, investment analysis and enhancing the client experience. You will also help us to enhance our trading platform and deliver great investment management to our clients.
WHAT YOU WILL DO
- Monitor account movements and implement investment strategies
- Trade North American ETFs and mutual funds
- Research ETFs, mutual funds and third-party managers
- Participate in enhancing and developing investment/trading strategies
- Produce portfolio analytics and investment analysis
- Provide administrative support
- Collaborate with financial advisors and developers to optimize service
WHAT YOU WILL BRING
- At least 4 years of relevant experience in finance
- Extensive knowledge of ETFs and mutual funds
- Hands on experience in trading stocks or financial derivatives
- Excellent time management and the ability to prioritize
- Previous client-facing experience
- Excellent time management skills with the ability to prioritize
- Self-starter
- Positive attitude and strong work ethic
- Excellent attention to detail
- Ability to work independently yet also have strong team orientation
YOU WILL STAND OUT IF YOU HAVE
- Advanced Excel skills including VBA and macro
- Have or are on track for CFP/PFP designation and/or LLQP insurance licensing
- Have or are on track for CFA or CIM designation
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
416-364-1145 ext. 4747
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