Trade Support Analyst

CI Financial Corp.; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Retirement savings plan

Paid leave

Job summary

CI Financial Corp. in Toronto, ON is seeking a Trade Support Analyst to manage mutual fund trading for the CIIS desk. You will support daily trade desk activities, allocate trades, and address client inquiries onsite four days a week.

The role requires 1–2 years in financial services, proficiency in Excel and Power BI, and knowledge of Fundserv/CANNEX is a plus. A base salary range and bonus opportunities accompany a comprehensive benefits package.

Qualifications

• 1–2 years of experience in the financial industry, preferably with mutual funds.
• Strong analytical and investigative skills with attention to detail.
• Excellent written and verbal communication and customer service skills.

Responsibilities

• Process mutual fund trades and follow up on rejected trades.
• Handle transaction corrections and prepare LOIs when required.
• Resolve trade-related inquiries in a prompt, courteous manner.
• Collaborate with internal teams to resolve trade issues.

Skills

Analytical skills

Customer service

Attention to detail

Communication

Education

CSC course

Tools

Excel

Power BI

Python

SQL

VBA

Fundserv

CANNEX

Job description

Trade Support Analyst### Trade Support AnalystApply: Toronto, ON: Full time: Posted Today: JR6546At 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. The CI Investment Services Inc (CIIS) Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activities including the allocation of trades, handling mutual fund rejections and handling of client inquiries.**WHAT YOU WILL DO*** 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 **WHAT YOU WILL BRING*** 1-2 years experience in the financial industry, preferably experience with 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 skills.* 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. 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 VolunteeringWe 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.