Co-op Student - Business Analyst

CI Financial; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Join a leading global asset and wealth management firm as a Co-op Student - Business Analyst. This internship offers the opportunity to support trading operations, develop your skills in investment applications, and collaborate with industry professionals, all within a dynamic work environment that values innovation and growth.

Benefits

Recognition & Compensation

Training & Development

Health & Well-being

Communication & Feedback

Qualifications

• Experience with front office trading support is required.
• Advanced knowledge of investment applications.
• Solid conceptual and problem-solving skills.

Responsibilities

• Provide daily business support for portfolio operations.
• Collaborate with teams to define new processes and document workflows.
• Assist in the implementation of the new middle office platform.

Skills

Excel

VBA

SQL

Communication

Time Management

Problem Solving

Education

Related work experience in a similar role

Tools

Charles River Order Management

Bloomberg Data

Job description

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Description

About Us
CI Financial is a large global asset and wealth management firm. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms. Overview
We are currently seeking a Business Analyst to join our Portfolio Operations team. In this role, the successful candidate will be responsible to provide Daily Business Support for front-middle office applications, projects and workflow development pertaining to CI’s compliance, Portfolio management and portfolio operations teams. What You Will Do

• Work in a dynamic, fast-paced environment, and apply expertise in various product areas to deliver high quality service.
• Develop a strong proficiency with the investment applications being utilized for trading and portfolio management, and provide day-to-day support with a focus on continual improvement in dependability and operational excellence.
• Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and to document the associated workflows.
• Assist in the implementation and support of the new middle office platform (ABOR, IBOR, PMAR)
• Establish, monitor and maintain high client satisfaction levels.
• Works closely with the project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
• Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
• Cultivate effective working relationships withCIinvestment management and operations, custodians, clearers, auditors, data vendors and others in the industry.

What You Will Bring

• Related work experience in a similar role or supporting front office trading.
• Advanced knowledge and experience with Charles River Order Management system and Bloomberg Data.
• Experience with Investment/Accounting Book of Record systems
• Excellent communications and listening skills required to document and understand business requirements
• Strong knowledge of industry front-middle-back office practices associated with portfolio management including Fund Accountants, Custodians, Data Vendors, etc.
• Knowledge and experiences with financial markets and complex instruments
• Advance Excel Skills & working knowledge of VBA and SQL
• Effective time management and leadership skills
• The ability to work independently and within a team setting
• Solid conceptual and problem-solving skills to ascertain issues and provide recommendations

What We Offer

• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback

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

  Internship

Employment type

• Employment type

  Other

Job function

• Job function

  Research, Analyst, and Information Technology

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