Analyst, Analytics & Operations

CI Financial; Toronto; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Job summary

CI Financial is seeking an Analyst in Analytics & Operations to join the Institutional Analytics team. You will prepare client reports, perform portfolio return calculations, and ensure accuracy and timeliness across daily, monthly, and quarterly deliverables.

You will automate processes, investigate data discrepancies, and support risk-compliant reporting while collaborating with senior staff on performance insights and system improvements.

Qualifications

• Undergraduate degree in finance, economics, business or applied mathematics.
• Knowledge of performance measurement methods such as Time-Weighted and Money-Weighted return, attribution.
• Advanced MS Office skills (Excel, Access).
• Experience with Bloomberg, FactSet, Triple A, eCiss; SQL/Python/Excel VBA a plus.
• Progress toward CFA, CIPM or FRM is an asset.

Responsibilities

• Prepare and maintain daily, monthly and quarterly client reports.
• Calculate portfolio returns and attribution using performance engines.
• Automate and streamline processes within Institutional Analytics.
• Support workloads and problem resolution within the team.
• Ensure timely, accurate reports and proper documentation with risk standards.
• Interpret large data sets and present concise points to senior staff.
• Participate in UAT testing for system upgrades.

Skills

Quantitative analysis

Performance measurement

Excel

SQL

Python

VBA

CFA CIPM FRM asset

Education

Finance/Economics/Business/Applied Math degree

CFA/CIPM/FRM (asset)

Tools

Triple A

eCiss

FactSet

Bloomberg

Job description

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.

The Analyst, Analytics & Operations will be part of a team of analysts responsible for the Institutional client reporting, performance measurement, and monitoring of investment funds managed by CI Global Asset Management. The successful candidate will be responsible for preparing and maintaining daily, monthly and quarterly reports, portfolio return calculations, and using a variety of performance and attribution engines. The foremost responsibility of this position is to provide accurate, relevant, and timely institutional client reports.

WHAT YOU WILL DO

• Work independently and with senior staff to ensure timely and accurate client reports delivery across all lines of business.
• Oversee irregular performance calculation and maintenance and identify opportunities to improve internal processes.
• Identify, investigate, and resolve data discrepancies while adhering to Service Level Agreements and internal service delivery standards.
• Automate and streamline existing processes within Institutional Analytics team.
• Assist with workloads and problem resolution within the team as necessary.
• Ensure client deliverables are met while maintaining proper documentation with adherence to risk standards. Organize and execute plan to remediate issues.
• Ability to interpret large amounts of data and translate the data into concise, easily understood speaking points to senior staff members.
• Participate in UAT testing for system upgrades or enhancements.
• Escalate issues where necessary to ensure a high level of service is maintained.

WHAT YOU WILL BRING

• Undergraduate degree in finance, economics, business administration, or applied mathematics with a strong appetite for quantitative analysis
• Knowledge in investment performance measurement methodologies such as Time-Weighted and Money-Weighted rate of return, attribution, and contribution.
• Advanced skills in MS Office applications (i.e. Excel, Access)
• Experience with Triple A, eCiss, FactSet, Bloomberg
• Knowledge of Excel VBA, SQL, Python, Database will be considered an asset
• Passion for and understanding of investments and capital markets. Progress towards or completion of CFA, CIPM and FRM is an asset.
• Ability to use critical thinking skills to tackle challenging problems in an innovative way.
• Strong attention to detail and a high degree of accuracy while meeting deadlines and working under pressure.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. Theanticipatedbase salary range for this position is$55,000to $95,000. Exactsalary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to investigate the opportunity further.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.