Product Analyst

CI Investments; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

CI Investments is seeking a Product Analyst to support product development and management. This role involves conducting market research, creating business specifications, and assisting in the enhancement of investment products. We offer a supportive and inclusive workplace with competitive benefits and opportunities for professional growth.

Benefits

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

Qualifications

• Postsecondary education is preferred, major in finance/accounting.
• Experience in an investment or product environment is an asset.
• Strong proficiency in Microsoft Office suite (Excel, PowerPoint, Word).

Responsibilities

• Conduct market research and analyze investment products.
• Create business specifications and Term Sheets for product development.
• Support product management life cycle and improve sales execution.

Skills

Analytical skills

Research skills

Communication skills

Education

Postsecondary degree in finance or accounting

Canadian Securities Course

IFIC Mutual Funds Course

Tools

Microsoft Excel

Morningstar Direct

Microsoft PowerPoint

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 currently seeking a Product Analyst to join our Product Development and Management team. In this role the successful candidate is expected to conduct research and analysis to accurately define and assist in development of new products and the management & enhancements of existing products in the areas of design pricing investment strategy operations and client experience.

Our team takes great pride in developing and marketing leading investment solutions and platforms for all the retail segments of the Canadian market.

WHAT YOU WILL DO

• Create detailed business specifications and Term Sheets to support development of new products or enhancement of existing ones
• Support the sales and client service teams acting as a subject matter expert on CI GAM products
• Research market trends across CIs distribution channels
• Assist Product Development & Management team throughout product development life cycle
• Assist in identifying opportunities for improvements in sales execution
• Conducting market research on industry and competitor trends
• Create detailed internal communications to support various product initiatives
• Review and amend disclosure (legal) / marketing documents associated with assigned products under the guidance of the VP Product Development and Management
• Manage and update internal data collaboration platforms supporting the launch and enhancements of CI GAM products

WHAT YOU WILL BRING

• Postsecondary degree / education (a major in finance / accounting is preferred)
• Canadian Securities Course and / or IFIC Mutual Funds Course and / or other related industry education
• Experience in an investment or product environment is an asset
• Strong technology skills particularly Microsoft Excel PowerPoint and Morningstar Direct strong research and analytical skills
• Works well under pressure prioritizes effectively and enjoys working in a fastpaced environment
• Strong proficiency in MS products (Word PowerPoint Excel and Outlook) and thirdparty reporting tools such as (Morningstar Direct)

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 highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced 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 inoffice 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 Topup program
• Paid time off for Volunteering

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 or callext. 4747.

Required Experience :

Key Skills

Conveyancing Paralegal,Fireworks,Logistics,Clinical,Avionics

Employment Type : Full-Time

Experience : years

Vacancy : 1

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