Portfolio Analyst, Cigam

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.

POSITION: Portfolio Analyst

REPORTS TO: CIO & SVP

DEPARTMENT: CI Multi-Asset Management

COMPANY: CI GAM

LOCATION: 15 York

STATUS: Full-time

BAND: INV-1

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”.

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
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