Investment Policy Analyst

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  Location

  (CANADA) and Toronto

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  Job Reference

  20946

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  Functional Area/Experience

  Business, Accounting & Finance / 2 Years

Job Description & Qualifications

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. 

Overview

We are currently seeking an Investment Policy Analyst (12 month contract) to join our Private Client Investment Policy team. In this role, the successful candidate is expected to provide prompt and courteous service to our internal and external partners, which includes our Investment Counselors, Financial Advisors and their Assistants. Primary duties include generating financial trade instructions related to a client’s Investment Policy (IP) with the utmost accuracy, investigating IP trade-related issues in a timely manner, coordinating complicated requests with various parties and implementing asset mixes. Our team takes great pride in providing high quality work and service for our high net worth clientele.

What you will do

• Produce accurate manual asset allocation instructions (investments, redemptions, switches/transfers and rebalancing activities) according to our established portfolio optimization methodologies for clients under the CI Assante Private Client and CI Private Wealth platforms.
• Coordinate and assist Investment Counsellors and internal departments with the implementation of our Pool & Segregated models, and ensuring investments are done accurately as per the client(s) intention/risk profile/IPS while following internal rules and guidelines.
• Investigate investment-related requests, analyze, make recommendations and implement the best-possible agreed-upon solution for the client in a timely manner.
• Provide portfolio market value and cost analyses where required for LOI/Adjustment requests. Exercise creative thinking to resolve issues when certain unique situations fall outside of the norm.
• Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Compliance and other internal departments via phone and email on trade-related requests at the IP level
• Review daily integrity reports and support team with quality control efforts.

What you will bring

• Post-secondary education in Business or a related discipline
• 2+ years experience within the financial services industry, with knowledge of mutual funds and securities such as stocks, bonds, derivatives, GIC’s, ETF’s, etc.
• Related industry courses (CFA, CIM, CSC, etc.) is a definite asset
• Familiarity with investment management philosophies
• Strong analytical, organizational, time management, customer service and communication skills (both written and verbal), combined with a high accuracy and attention to detail
• Self-motivated with the ability to work under pressure with demanding workloads and under minimal supervision
• Advanced Knowledge in Microsoft Excel (e.g. macros)

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. 

What we offer

• Modern HQ location within walking distance from Union Station
• Flexible & Hybrid Work Program
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days
• Complimentary vending machines

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.