Mutual Fund Trade Desk Specialist

CI Investments Inc.; Canada; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Modern HQ location near 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

Job summary

CI Investments Inc. is seeking a Trade Support Analyst to handle mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, you will support daily activities including allocation of trades, handling rejections, and processing client inquiries.

You will resolve trade issues, prepare LOIs when required, and collaborate with internal teams to ensure timely, accurate processing. The role is in-office four days per week in Canada, with a base salary range and eligibility for a bonus

Qualifications

• 1-2 years experience in the financial industry, preferably mutual funds.
• CSC course considered an asset
• Proficiency with Excel and Power BI
• Experience with Python, SQL and VBA would be an asset
• Experience using Fundserv and CANNEX would be an asset
• Proven analytical and investigative skills with attention to detail
• Excellent customer service skills, conflict resolution skills, written and verbal communication
• Ability to prioritize and multi-task in a fast-paced environment
• Self motivated but with desire to work as part of a highly cohesive team

Responsibilities

• Processing of mutual fund trades files and follow up on rejected trades
• Handling of transaction corrections and preparation of LOI’s when required
• Resolving trade related inquiries in a prompt, courteous and professional manner
• Communicate and collaborate with internal teams to resolve trade related issues
• Other duties and ad hoc projects relevant to the position shall be assigned as required

Skills

Financial industry experience

Analytical and investigative skills

Excellent customer service & comms

Prioritization & multitasking

Team collaboration

Education

CSC course (asset)

Tools

Excel

Power BI

Python

SQL

VBA

Fundserv

CANNEX

Job description

CI Investments Inc. is seeking a Trade Support Analyst to handle mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, you will support daily activities including allocation of trades, handling rejections, and processing client inquiries.

You will resolve trade issues, prepare LOIs when required, and collaborate with internal teams to ensure timely, accurate processing. The role is in-office four days per week in Canada, with a base salary range and eligibility for a bonus