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CI Financial
Investment Analyst at CI FinancialCI Financial • Toronto, Canada
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Investment Analyst at CI Financial

Investment Analyst at CI Financial

CI Financial • Toronto, Canada
12 days ago
Job type
  • Full-time
Job description
Shape your financial services career with CI Financial as an Investment Analyst. Contribute to marketing efforts through effective investment messaging, portfolio analysis, and support for portfolio managers in a collaborative work environment.

CI Financial seeks an experienced Analyst to enhance sales & marketing initiatives. You will coordinate between portfolio management and sales teams while performing in-depth research and analysis. Your insights will help create presentations and communications that showcase our investment strategies and performance.

Key Responsibilities: • Coordinate work among portfolio management asset class leads • Support Portfolio Manager with research and performance reporting • Create and update presentations explaining portfolio management approaches • Liaise between sales and portfolio managers for effective communication • Analyze competitor products and conduct competitive research

Requirements: • 2-3 years in financial services experience • 3+ years in mutual fund or investment services • University degree in Business or related field • Strong communication and presentation skills • Proficient in MS Office and fund research tools

Leverage your analytical skills to communicate investment insights and strategies effectively at CI Financial. #J-18808-Ljbffr
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Investment Analyst at CI Financial • Toronto, Canada

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