Analyst, Corporate Finance

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

JOB OVERVIEW

WHAT YOU WILL DO
- Maintain and develop internal financial models to provide summaries, forecasts and analyses to senior management
- Contribute to the preparation of materials, including but not limited to monthly, and quarterly reports
- Participate in corporate finance initiatives, such as preparation of recurring monthly and quarterly analyses, financial modelling efforts and ad-hoc requests
- Participate in M&A deal execution, conducting financial due diligence, valuation analyses, and building deal materials for presentation to key internal stakeholders
- Collaborate with functional groups across the organization to gather information and internal insights on prospective acquisition targets
- Assist with analysis and preparation of KPIs for management reporting
- Assist with ad-hoc projects, documentation, presentations and initiatives as assigned

WHAT YOU WILL BRING
- Undergraduate degree in business/finance/accounting
- Minimum 1-2 years relevant work experience in corporate finance, the wealth management or asset management industry
- Fluent in finance and accounting concepts and financial modelling, with an understanding of economic factors affecting valuation
- Strong knowledge of corporate finance and capital markets
- Ability to create, update, and manage financial models and value companies independently and communicate findings clearly and concisely
- Strong analytical and critical thinking skills with exceptional attention to detail
- Ability to meet tight deadlines and manage conflicting priorities
- Superior written and verbal communication skills
- Strong work ethic, ability to learn and work independently as well as part of a team
- Advanced knowledge of Microsoft Excel and experience with other Microsoft Office products. Experience with Excel Macros and VBA coding an asset
- Familiarity with Bloomberg terminal and functions an asset

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

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering