Investment Analyst

CI Financial Corp.; Toronto; Hybrid; CAD 115,000 - 140,000; Full time

Benefits offered by this job

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. is seeking an Investment Analyst to support fundamental research in the Technology, Media and Communications sector.

You will build financial models, analyze earnings, and contribute to investment recommendations while collaborating with senior team members and portfolio managers. The role requires a 4-year business degree (or equivalent), 2–5 years of market experience, and strong analytical and communication skills.

Qualifications

• 4-year university degree in a business-related subject or equivalent work experience.
• Minimum 2–5 years of investment market expertise.
• CFA designation is an asset.
• Understanding of financial statements and valuation concepts.
• Excellent analytical, writing and oral communication, presentation and interpersonal skills.
• Advanced Excel proficiency. Familiarity with Bloomberg, FactSet, Capital IQ, or similar platforms.
• Experience with Python, SQL, VBA, Power BI, or similar tools is an asset.

Responsibilities

• Conduct company, 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.

Skills

Analytical skills

Written & oral communication

Presentation skills

Interpersonal skills

Advanced Excel

Python

SQL

VBA

Power BI

Education

Business-related 4-year degree

CFA designation (asset)

Tools

Bloomberg

FactSet

Capital IQ

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 equity research team is looking to add an Investment Analyst who can support fundamental investment research in the Technology, Media and Communications sector. The ideal candidate is a fundamental investor with strong technology fluency. They should understand stocks, financial statements, valuation, and capital markets. The successful candidate will work closely with senior members of the Technology, Media and Communications team and portfolio managers, supporting research across the sector.

WHAT YOU WILL DO

Investment Research Conduct company, 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.

WHAT YOU WILL BRING

Completion of a 4‑year university degree in a business‑related subject or equivalent work experience. Minimum 2-5 years of investment market expertise. Completion CFA designation is an asset. Passion for investing and active fundamental stock selection Understanding of financial statements and valuation concepts. Excellent analytical, writing and oral communication, presentation and interpersonal skills. Ability to take initiative, work independently and handle multiple tasks Excellent time management skills with the ability to work under tight deadlines with commitment to excellence. Demonstrated curiosity and desire to learn. Advanced Excel proficiency. Familiarity with Bloomberg, FactSet, Capital IQ, or similar platforms. Experience with Python, SQL, VBA, Power BI, or similar tools 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 $115,000 to $140,000. 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, and 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.