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In this role, the successful candidate will be responsible to provide Daily Business Support for front‑middle office applications, projects and workflow development pertaining to CI’s compliance, Portfolio management and portfolio operations teams.

WHAT YOU WILL DO

- Work in a dynamic, fast‑paced environment, and apply expertise in various product areas to deliver high quality service.
- Develop a strong proficiency with the investment applications being utilized for trading and portfolio management, and provide day‑to‑day support with a focus on continual improvement in dependability and operational excellence.
- Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and to document the associated workflows.
- Assist in the implementation and support of the new middle office platform (ABOR, IBOR, PMAR).
- Establish, monitor and maintain high client satisfaction levels.
- Work closely with the project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
- Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
- Cultivate effective working relationships with CI investment management and operations, custodians, clearers, auditors, data vendors and others in the industry.

WHAT YOU WILL BRING

- Candidate with 3+ years related work experience in a similar role or supporting front office trading.




- Advanced knowledge and experience with Charles River Order Management system and Bloomberg Data.
- Experience with Investment/Accounting Book of Record systems.
- Excellent communications and listening skills required to document and understand business requirements.
- Strong knowledge of industry front‑middle‑back office practices associated with portfolio management including Fund Accountants, Custodians, Data Vendors, etc.
- Knowledge and experience with financial markets and complex instruments.
- Advanced Excel skills and working knowledge of VBA and SQL.
- Effective time management and leadership skills.
- The ability to work independently and within a team setting.
- Solid conceptual and problem‑solving skills to ascertain issues and provide recommendations.

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 perks.
- Parental Leave Top‑up program.
- Paid time off for Volunteering.

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 , or call 416‑364‑1145 ext. 4747.

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Apply on Kit Job: kitjob.ca/job/2fsffr

📌 Portfolio Operations Manager (Toronto)
🏢 CI Financial
📍 Toronto