Analyst, Multi-Asset Investment Advisory

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.

The Analyst is expected to support the firms sales & marketing efforts by providing thoughtful actionable messaging and content for the full menu of CI investment products on a consistent and ongoing basis. They will also ensure the integrity of investment product related analysis and messages.

The Analyst will be the overseer and often one of the originators of sales and marketing messaging and material as well a provide support to CI GAMs portfolio management teams and full menu of investment options. Specifically they will support a team who serves as the primary point of contact for two-way communication between sales and marketing and investment management.

WHAT YOU WILL DO

• Support the team in coordinating and performing work amongst the various portfolio management asset class leads within the group.
• Support key business initiatives by supporting Portfolio Manager(s) and Management in completing research & analysis performance reporting and providing key analytics to support and service the sales .
• Create and update content and presentations that clearly explain the people process and philosophy of various portfolio managers.
• Conceptualize consolidate and communicate to the national distribution team the investment strategies being used by Portfolio Managers in light of current economic and capital markets conditions on a regular basis.
• Liaison between Portfolio Managers and the Sales department to ensure that all pertinent information is being communicated effectively and regularly - answer questions posed by sales team on funds and Portfolio Managers.
• Assist Portfolio Managers and the CI sales team in the organization of and preparation for sales and marketing events.
• Analyze and maintain an understanding of competitor products and create competitive analysis pieces that can be used by senior management and Sales & Marketing.
• Assist product and legal in the renewal or enhancement of existing products AIF prospectus and other fund filings.
• Responsible for maintenance of the communication strategy and documentation regarding Portfolio Management team changes.
• Pro-actively identify opportunities to positively position CI investment strategies in such a way to increase net sales across regions and distribution channels.
• Perform and interpret fund performance analysis to communicate sources of out/underperformance relative to key competitors and benchmarks including period commentaries.
• Monitor analyze and assess market developments and communicate timely updates on these developments and their potential impact on the assigned products.

WHAT YOU WILL BRING

• Must have 2-3 years of financial services experience.
• 3 years of experience in the mutual fund / investment services industry.
• University degree in the field of Business or Commerce or related field
• CFA designation or working towards the designation (beneficial not required).
• Technical knowledge and interest in investment performance measurement and attribution analysis.
• Fundamental knowledge of securities analysis and Portfolio Management.
• Strong communication skills through readable formats and presentation skills.
• Strong relationship management communication and time management skills.
• Proficient with fund research tools & MS Office (i.e. Excel Word PowerPoint and Outlook)

This role follows our inoffice 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 $55000 to $95000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus 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 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 call ext. 4747.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 55000 - 95000