IFM Associate

CI Investments Inc.; Golden Horseshoe; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Many others

Job summary

CI Investments Inc. in Toronto is hiring an IFM Associate to support fund operations, audits, and regulatory filings while collaborating with multiple teams. You will liaise with third-party service providers and portfolio managers to aid the development of the IFM and UMA platform.

The role requires 1–2 years in the investment industry, strong Excel skills, and excellent organization and communication. The position follows an in-office model four days a week with a competitive salary and bonus

Qualifications

• 1–2 years of experience in the investment industry or related field.
• Proficiency in Excel.
• Excellent organization and communication skills.
• Initiative and the ability to work independently within an overarching team structure.
• Critical thinking and sound judgement.
• An open mind with a desire to learn and drive business results.
• Completion of the Canadian Securities Course (CSC) is an asset.

Responsibilities

• Manage money moves related to fund custody accounts
• Handle trade cancellations, corrections and backdates
• Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
• Assist with quarterly compliance reporting and reviews
• Manage fund audits and regulatory filings for IIROC and the OSC
• Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
• Provide reporting to various team members and functional units within the organization
• Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
• Own and action inquiries in a timely manner

Skills

Excel

Organizational skills

Communication

Initiative

Independent work

Critical thinking

Learning mindset

Adaptability

Education

Canadian Securities Course (CSC) asset

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.

We are currently hiring for a full-time IFM Associate to join the IFM team in Toronto.

In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers.

What You Will Do

• Manage money moves related to fund custody accounts
• Handle trade cancellations, corrections and backdates
• Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
• Assist with quarterly compliance reporting and reviews
• Manage fund audits and regulatory filings for IIROC and the OSC
• Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
• Provide reporting to various team members and functional units within the organization
• Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
• Own and action inquiries in a timely manner

You Will Bring

• 1-2 years of experience in the investment industry or related field
• Proficiency in Excel
• Excellent organization and communication skills
• Initiative and the ability to work independently within an overarching team structure
• Critical thinking and sound judgement
• An open mind with a desire to learn and drive business results
• Completion of the Canadian Securities Course (CSC) is an asset

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.

The anticipated base salary range for this position is $42,500 to $71,000. Exact salary 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
• 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.

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.

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