Product Analyst

CI Financial Corp.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Product Analyst to join their Product Development team. The role involves conducting market research, creating business specifications, and supporting product enhancements. Ideal candidates will have a background in finance or accounting and strong analytical skills. CI Financial offers a supportive work environment 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

• Post-secondary degree in finance/accounting preferred.
• Experience in an investment or product environment is an asset.
• Strong proficiency in MS products and third-party reporting tools.

Responsibilities

• Conduct research and analysis for new product development.
• Create detailed business specifications and Term Sheets.
• Support sales and client service teams as a subject matter expert.

Skills

Analytical Skills

Communication Skills

Research Skills

Technology Skills

Education

Post-secondary degree in finance/accounting

Canadian Securities Course

IFIC Mutual Funds Course

Tools

Microsoft Excel

PowerPoint

Morningstar Direct

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.

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 CI’s 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

• Post-secondary 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 fast-paced environment
• Strong proficiency in MS products (Word, PowerPoint, Excel and Outlook) and third-party reporting tools such as (Morningstar Direct)
• Excellent communication skills

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. 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 [e-mail], or call 416-364-1145 ext. 4747.

About Us

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.