Investment Analyst

Socket.dev; Golden Horseshoe; On-site; CAD 115,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plan

Paid leave and holidays

Education-related programs

Paid time off for volunteering

Training Reimbursement

Paid professional designations

Job summary

CI Financial is seeking an Investment Analyst to support fundamental equity research and drive efficiency through data organization, automation, and AI-enabled workflows. You will collaborate with senior team members and portfolio managers across banks, insurers, asset managers, exchanges, fintechs, and other financial institutions, contributing to research and investment recommendations.

The role emphasizes hands-on analysis, financial modeling, and strong communication skills, with

Qualifications

• 1–3 years of experience in equity research or related fields.
• Strong interest in equity investing and security analysis.
• Understanding of financial statements and valuation concepts.
• Excellent analytical and communication skills.
• Advanced Excel proficiency.

Responsibilities

• Conduct industry and competitive analysis.
• Build and maintain financial models and valuation frameworks.
• Analyze quarterly earnings results and management commentary.
• Assist in developing investment recommendations and research reports.
• Monitor company developments and identify investment opportunities.
• Participate in meetings with management and industry experts.
• Support coverage of banks, insurers, asset managers, and fintechs.

Skills

Equity research

Capital markets

Financial statement analysis

Analytical thinking

Advanced Excel

Tools

Python

SQL

Power BI

VBA

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 Financials equity research team is looking to add an Investment Analyst who can support fundamental investment research while also helping the team become more efficient and technology-enabled.

The ideal candidate is a fundamental investor with strong technology fluency. They should understand stocks, financial statements, valuation, and capital markets, while also being naturally inclined to identify inefficient processes and improve them through better tools, data organization, automation, and AI-enabled workflows.

The successful candidate will work closely with senior members of the Financials team and portfolio managers, supporting research across banks, insurance companies, asset managers, exchanges, fintech companies, and other financial institutions.

WHAT YOU WILL DO

Financials Research

• Conduct industry and competitive analysis.
• Build and maintain financial models and valuation frameworks.
• Analyze quarterly earnings results and management commentary.
• Assist in the development of investment recommendations and research reports.
• Monitor company developments and identify potential investment opportunities.
• Participate in meetings with company management teams and industry experts.
• Support coverage of banks, insurance companies, asset managers, exchanges, fintech companies and other financial institutions.

Research Innovation & Technology

• Bring a technology-aware and improvement-oriented mindset to the research process.
• Identify opportunities to make recurring research tasks, information gathering, and team workflows more efficient.
• Use available technology, data tools, and AI-enabled capabilities thoughtfully to support analysis and productivity.
• Contribute ideas for improving research organization, information retrieval, and collaboration across the team.
• Partner with internal technology, data, and research-support resources to help assess and implement larger-scale solutions where appropriate.
• Stay informed on relevant developments in data, analytics, automation, and AI that may have practical applications for investment research.

WHAT YOU WILL BRING

Required

• 1-3 years of experience in equity research, investment management, investment banking, capital markets, or related fields.
• Strong interest in equity investing and security analysis.
• Understanding of financial statements and valuation concepts.
• Excellent analytical and communication skills.
• Advanced Excel proficiency.
• Demonstrated curiosity and desire to learn.

Preferred

• Interest in financial institutions and capital markets.
• Progress toward the CFA designation.
• Experience applying AI tools to research, data analysis, or workflow automation.
• Familiarity with Bloomberg, FactSet, Capital IQ, or similar platforms.
• Experience with Python, SQL, VBA, Power BI, or similar tools.

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$115,000 to $140,000. 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,

• 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 [e-mail], or call 416-364-1145 ext. 4747.