Investment Analyst, Business Analytics and Insights

CI Financial; Toronto; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Modern HQ location

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Fitness membership discounts

Job summary

A leading financial services firm in Toronto is seeking an experienced Investment Analyst to support the Investment and Product team. The role involves delivering data-driven insights to enhance portfolio performance and inform investment strategies. Candidates should hold a Bachelor's in a relevant field and have over 2 years of experience in data analysis within financial services. Proficiency in SQL and data visualization tools like Tableau is essential, along with strong analytical skills. This position offers a competitive salary and comprehensive benefits.

Qualifications

• 2+ years of experience in data analysis, preferably in financial services.
• Proficiency in SQL and data visualization tools.
• Strong analytical and communication skills.

Responsibilities

• Gather and analyze investment-related data to inform strategy.
• Develop reports and dashboards for investment leadership.
• Collaborate with the data engineering team for data accuracy.

Skills

Data analysis

Business intelligence

SQL

Data visualization

Analytical mindset

Communication skills

Problem-solving

Education

Bachelor's degree in Mathematics, Business, Finance, Economics, Statistics, or Data Science

Tools

Tableau

Job description

Investment Analyst, Business Analytics and Insights

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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.

This Investments Analyst, Business Analytics and Insights (Investments & Product) position will support the Investment and Product team at Company by delivering data-driven insights that inform strategic investment decisions and product development. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and interpreting complex investment and product-related data to support initiatives that enhance portfolio performance, product positioning, and market competitiveness. This role is ideal for a detail-oriented, analytical professional who is passionate about leveraging data to optimize investment outcomes and guide high-impact business strategies.

WHAT YOU WILL DO

• Data Collection and Analysis: Gather, organize, and analyze investment-related data, including fund flows, portfolio performance, market trends, and product usage, to uncover insights that inform investment strategy and product development.
• Performance Reporting: Develop and maintain regular reports and dashboards for investment leadership, highlighting product performance, benchmark comparisons, asset allocation trends, and client segment behaviors.
• Insights for Investment Decision-Making: Provide data-driven insights to support portfolio construction, product positioning, and competitive analysis, helping to refine investment strategies and identify emerging opportunities.
• Data Quality and Integrity: Collaborate with the data engineering team to ensure data accuracy and consistency across investment datasets, performing regular validations and resolving data issues as needed.
• Ad Hoc Analysis: Conduct targeted analyses to support strategic initiatives, evaluate investment hypotheses, and answer specific questions posed by the Investment and Product teams or senior leadership.

WHAT YOU WILL BRING

Qualifications

• Education: Bachelor’s degree in a relevant field such as Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.
• Experience: 2+ years of experience in data analysis, business intelligence, or sales analytics, preferably within a financial services or B2B environment.
• Technical Skills: Proficiency in SQL and data visualization tools (e.g., Tableau).
• Analytical Mindset: Strong analytical skills, with a proven ability to interpret data and create actionable insights.
• Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
• Communication Skills: Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.
• Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven solutions.

Preferred Qualifications

• Experience in asset management or a related financial services field an asset
• Pursuit of CFA or similar designation an asset.
• Familiarity with financial reporting platforms such as FactSet, MSCI Barra, Charles River or Bloomberg an asset

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top‑up program
• Fitness membership discounts

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.

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.