Client-Focused Investment Operations Analyst

CI Financial Corp.; Burlington; Hybrid; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Modern HQ location

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 Corp. in Burlington, Ontario, is seeking a detail-oriented professional to support the Special Projects Team within ACPI. You will work with internal and external parties to resolve client experience escalations and contribute to investment operations initiatives.

The role requires 3+ years in investment-related roles, knowledge of the Canadian landscape, and strong Excel skills. You will operate on-site four days per week, with a base salary in a broad range and eligibility for a

Qualifications

• 3+ years’ experience in the investment, banking or related industries.
• Knowledge of the Canadian investment landscape including an understanding of different accounts and products.
• Intermediate Excel proficiency.
• Positive and professional attitude and eagerness to learn and develop new skills.
• Team Player with strong organization and communication skills.
• Proven ability to think critically and strategically when dealing with unique inquiries.
• A demonstrated collaborative approach to solving problems.
• Ability/Flexibility to work independently and prioritize responsibilities.
• Having completed industry courses is an asset.

Responsibilities

• Collaborate closely with internal Operations Directors to deliver priority initiatives that drive continuous improvement in operational efficiency and elevate the day-to-day client experience.
• Investigative support for Production and User Acceptance Test environments of proprietary systems.
• Investigate, ticket and track issues to resolved state.
• Provide updates with internal teams throughout the resolution process.
• Test development updates to ensure functionality is as expected.
• Interface with Project Teams, developers, and other technical teams, to identify, document and manage the business requirements/specifications for various projects.
• Document and follow up on important actions and decisions from meetings.
• Undertake project and support tasks as required.
• Write, update and edit internal guides and training materials for our web-based knowledge platform.

Skills

Investment industry experience

Canadian investment landscape

Excel proficiency

Team player

Communication skills

Critical thinking

Independent work

Industry courses asset

Job description

CI Financial Corp. in Burlington, Ontario, is seeking a detail-oriented professional to support the Special Projects Team within ACPI. You will work with internal and external parties to resolve client experience escalations and contribute to investment operations initiatives.

The role requires 3+ years in investment-related roles, knowledge of the Canadian landscape, and strong Excel skills. You will operate on-site four days per week, with a base salary in a broad range and eligibility for a