Analyst, Investment Advisory - 1 year contract

CI Financial; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

CI Financial is seeking an Analyst for its Investment Advisory team. This role involves supporting sales and marketing efforts, managing communication between departments, and performing analytical tasks to provide actionable insights. Ideal candidates should have experience in financial services and strong analytical skills.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Enhancements to group benefits

Paid time off for volunteering

Qualifications

• 2-3 years of financial services experience required.
• Experience in mutual fund/investment services industry is necessary.
• Strong analytical and reporting skills needed.

Responsibilities

• Support portfolio managers and service the sales team with analytics.
• Create and update presentations detailing investment strategies.
• Conduct competitor analysis and maintain market awareness.

Skills

Relationship Management

Communication

Time Management

Investment Performance Measurement

Securities Analysis

Education

University degree in Business or Commerce

CFA designation (beneficial, not required)

Tools

Morningstar Direct

Microsoft Office

Job description

Analyst, Investment Advisory - 1 year contract

Analyst, Investment Advisory - 1 year contract

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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.

We are currently seeking an Analyst to join our Investment Advisory team within CI Global Asset Management (“CI GAM”). In this role the successful candidate is expected to support the firm’s sales & marketing efforts by providing thoughtful actionable messaging and content to various groups across CI on a consistent and ongoing basis. They will also ensure the integrity of investment product related analysis and messages.

In this role, the successful candidate will be the overseer, and often one of the originators, of sales and marketing messaging and material as well as provide support to CI GAM’s portfolio management teams. Specifically, they will support a team who serves as the primary point of contact for two-way communication between sales and marketing and investment management."

WHAT YOU WILL DO

• Support the team in coordinating and performing work amongst the various portfolio management asset class leads within the group.
• Provide support to a subset of CI portfolio managers, complete research & analysis, performance reporting and service the sales team from an analytics standpoint.
• Create and update content and presentations that clearly explain the people, process and philosophy of various portfolio managers.
• Conceptualize, consolidate, and communicate to the national distribution 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.
• Analyze and maintain an understanding of competitor products and create competitive analysis pieces that can be used by senior management and Sales & Marketing.
• Assist product and legal in the renewal or enhancement of existing products – AIF, prospectus and other fund filings.
• Input into the communication strategy and documentation regarding portfolio management team changes.
• 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 communicate sources of out/underperformance relative to key competitors and benchmarks, including period commentaries.
• Monitor, analyze and assess market developments and communicate timely updates on these developments and their potential impact on the assigned products.

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 securities analysis and portfolio management.
• Strong relationship management, communication, and time management skills.
• Fund research tools such as Morningstar Direct to gather pertinent fund related data.
• Use Microsoft Office programs such as Excel, Word, PowerPoint 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 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 clients.

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 apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

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