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CI Financial
IFM Associate at CI Financial in TorontoCI Financial • Winnipeg, Canada
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IFM Associate at CI Financial in Toronto

IFM Associate at CI Financial in Toronto

CI Financial • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Take on a pivotal role as a full-time IFM Associate at CI Financial in Toronto. In this position, you'll manage fund operations, including audits and dealer relationships while working primarily onsite.

CI Financial is searching for a dedicated IFM Associate to support various operational areas. This role involves engaging with fund operations, reviewing fund prices, managing audits, and liaising with third-party service providers. You'll report directly to the Director of Investment Funds Management, contributing to the development of the IFM and UMA platform.

Key Responsibilities: • Manage money moves for fund custody accounts • Handle trade cancellations and corrections • Review daily, weekly, and monthly fund prices • Assist with quarterly compliance reporting • Liaise with third-party fund managers and internal teams

Requirements: • 1–2 years in the investment industry • Proficient in Excel and communication • Strong organizational skills • Initiative to work independently • Completion of the Canadian Securities Course is an asset

Become an integral part of CI Financial’s dynamic team, enhancing fund operations and supporting dealer connections. #J-18808-Ljbffr
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IFM Associate at CI Financial in Toronto • Winnipeg, Canada

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