Junior Investment Analyst

CI Financial; Toronto; On-site; CAD 85,000 - 135,000; 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

A leading financial services company in Toronto is looking for a candidate to conduct in-depth research and analysis of investments focusing on North American companies. The ideal applicant will have a minimum of 1-3 years of financial analysis experience and a strong grasp of accounting principles. Responsibilities include research management, presenting to internal clients, and working in a collaborative environment. Competitive compensation and benefits offered.

Qualifications

• Minimum 1-3 years experience in the financial services industry, preferably with a focus on financial analysis.
• Willingness to travel 3 times a year to NYC and or other areas of the US.

Responsibilities

• Generate and manage research that supports the Team's research within your respective sector.
• Research, analyze, and recommend investments.
• Present to internal clients about security selection, investment ideas, and portfolio activity.

Skills

Ability to work within a small team of investment professionals

Excellent understanding of accounting and financial statement analysis

High level of organizational skills

Very good verbal and written communications skills

Attention to detail and high degree of accuracy

Education

Bachelors degree, or higher

CFA designation, or commitment to obtain the CFA designation

Tools

Microsoft Office software

SQL

Python

Bloomberg VBA

Job description

Seniority level: Mid‑Senior level | Employment type: Other | Job function: Finance and Sales

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.

At CI GAM we believe robust, independent research is critical to generating alpha at the portfolio level. The successful candidate will be expected to participate in the research, analysis and security selection of predominately North American companies in your respective sectors.

We are open to applications across different experience levels and with different sector expertise.

What you will do

• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
• Openly hold yourself accountable to support collective learning and continuous improvement.
• Generate and manage research that supports the Team’s research within your respective sector.
• Research, analyze, and recommend investments:
  • Perform in-depth fundamental credit research and industry analysis to identify companies and bonds with superior risk-return profiles
  • Follow companies in assigned sectors, contribute to reporting and marketing needs
  • Meet with company management, industry experts, rating agency analysts and other specialists
  • Document research ideas and investment rationales
  • Maintain and update various analytical tools used to evaluate corporate bonds for inclusion in funds
  • Communicate high conviction recommendations to the rest of the group
• Present to internal clients about security selection, investment ideas, and portfolio activity.
• Work closely with Team members to access relative value across sectors.
• Participate in research and process improvement initiatives on an ongoing basis.

What you will bring

• A broad range of experience levels will be accepted. However, applicants should have a minimum 1‑3 years experience in the financial services industry, preferably with a focus on financial analysis.
• Excellent understanding of accounting and financial statement analysis, economic theory
• Flexible compensation structure that will adjust for those applicants with more experience

Education

• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.

Skills

• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed.
• A willingness to continue to learn and open to improvements in process and structure.
• Very good verbal and written communications skills.
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).
• Nice to have experience with SQL, Python and Bloomberg VBA
• Willingness to travel 3 times a year to NYC and or other areas of the US

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

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $135,000. 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. 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.

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.