Investment Policy Analyst

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; 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 is seeking an Investment Policy Analyst to support Investment Counsellors, Portfolio Managers and their teams with trade instructions, policy inquiries, and complex trade analysis. You will help maintain pool and segregated portfolio models and ensure alignment with client objectives and IPS requirements.

The role emphasizes strong analytical skills, attention to detail, and delivering exceptional service to high-net-worth clients in a fast-paced environment.

Qualifications

• Post-secondary education in Business, Finance or a related field, or an equivalent combination of education and experience.
• Minimum 2 years of experience in the financial services industry with knowledge of mutual funds and investment products.
• Completion of, or progress toward, industry designations or courses (e.g. CFA, CIM, CSC) is considered an asset.
• Understanding of investment management principles, portfolio construction, and asset allocation concepts.
• Ability to manage multiple priorities and thrive in a fast-paced environment with minimal supervision.
• Advanced proficiency in Microsoft Excel.

Responsibilities

• Prepare accurate asset allocation instructions and portfolio rebalancing activities for our Private Client managed portfolios.
• Support the implementation and maintenance of Pool and Segregated portfolio models, ensuring alignment with client objectives, risk profiles, IPS requirements, and compliance standards.
• Investigate and resolve trade-related inquiries by analyzing issues, recommending solutions, and driving timely resolutions.
• Perform portfolio market value analysis as it relates to LOI/Adjustment requests, and coordinate the end-to-end correction process with internal and external stakeholders
• Provide timely and professional support to Investment Counsellors, Portfolio Managers, their assistants, and other business partners
• Review daily integrity reports and contribute to quality control, risk mitigation, and operational excellence initiatives
• Participate in special projects, process improvement initiatives, and User Acceptance Testing (UAT) activities

Skills

Analytical skills

Attention to detail

Communication skills

Problem solving

Multitasking

Excel proficiency

Education

Post-secondary education in Business or Finance

Tools

Microsoft Excel

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 seeking an Investment Policy Analyst to join our Private Client, Investment Policy team.

In this role, you will support Investment Counsellors, Portfolio Managers, and their teams by preparing accurate trade instructions, resolving investment policy and trade-related inquiries, and coordinating complex trade analysis and correction activities. The successful candidate will bring strong analytical skills, exceptional attention to detail, and a commitment to delivering outstanding service to our high-net-worth clients.

WHAT YOU WILL DO

• Prepare accurate asset allocation instructions and portfolio rebalancing activities for our Private Client managed portfolios.
• Support the implementation and maintenance of Pool and Segregated portfolio models, ensuring alignment with client objectives, risk profiles, IPS requirements, and compliance standards.
• Investigate and resolve trade-related inquiries by analyzing issues, recommending solutions, and driving timely resolutions.
• Perform portfolio market value analysis as it relates to LOI/Adjustment requests, and coordinate the end-to-end correction process with internal and external stakeholders
• Provide timely and professional support to Investment Counsellors, Portfolio Managers, their assistants, and other business partners
• Review daily integrity reports and contribute to quality control, risk mitigation, and operational excellence initiatives
• Participate in special projects, process improvement initiatives, and User Acceptance Testing (UAT) activities

WHAT YOU WILL BRING

• Post-secondary education in Business, Finance or a related field, or an equivalent combination of education and experience.
• Minimum 2 years of experience in the financial services industry, with knowledge of mutual funds and investment products such as stocks, bonds, ETFs, GICs, and derivatives.
• Completion of, or progress toward, industry designations or courses (e.g. CFA, CIM, CSC) is considered an asset.
• Understanding of investment management principles, portfolio construction, and asset allocation concepts.
• Strong analytical, problem‑solving, organizational, and communication skills.
• Exceptional attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and thrive in a fast‑paced environment with minimal supervision.
• Advanced proficiency in Microsoft Excel.

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, 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.