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.
This role will lead the CI Canadian Wealth Security Master and Pricing ( SM&P ) team. The SM&P team is responsible for providing accurate and timely reference and pricing data to all down-stream systems and lines of business across trading, operations, and regulatory obligations.
This individual will play a critical role in transforming the pricing function across all Canadian Wealth entities.
Responsibilities
- Oversight of the SM&P team to ensure data quality of mutual funds, equities, options, corporate, government, municipal bond and alternative investment reference / market data in accordance with the firm’s policies and procedures
- Collaborate with department heads and team leaders to implement best practices and industry leading pricing policies and procedures
- Conducting data cleansing campaigns and coordinating vendor challenges to ensure internal and vendor data are in sync.
- Oversight of the continuous improvement of data quality procedures and controls
- Maintain and improve documentation and procedures regarding workflow processing and reporting
- Provide regular updates to executive management on key initiatives and issues in order to drive business results
Experience & qualifications :
- Minimum seven years of experience in SM&P roles, including in leadership positions with team management responsibilities
- In-depth knowledge of end-to-end pricing at self-clearing financial institutions
- Experience working with data from a variety of pricing vendors for mutual funds, equities, options, fixed income and alternative investments
- Wealth management and custodian experience required
Knowledge, Skills, and Abilities :
- Strong understanding of pricing concepts and practices
- Extensive industry experience managing security master teams
- Drive for continuous improvement and an ability to challenge existing processes
- Ability to work in a fast-paced environment to meet strict deadlines
- A demonstrable ability to build strong and meaningful professional relationships with the organization’s executives and cross-functional business partners
- Strong analytical, organizational, planning, and problem-solving skills and possesses the desire to find solutions
- Ability to handle multiple tasks and prioritize tasks effectively to meet deadlines.
- Good verbal and written communication skills, able to present complex information to audiences in a succinct, easy-to-digest manner
- A demonstrable ability to build strong and meaningful professional relationships with the organization’s executives and cross-functional business partners
- Able to think strategically and see the big picture but then can quickly transition to a more detailed mindset to ensure deliverables are accurate and of high quality
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.
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