Drive data excellence in portfolio management with CI Financial as a Senior Fund Data Analyst. This role integrates robust data management with in-office collaboration to enhance trading success.

As a Senior Fund Data Analyst, you will play a crucial role in CI Financial's Portfolio Operations team by overseeing data integrity for order management and investment systems. This position demands 5+ years of relevant experience and expertise in fixed income, equities, and derivatives. You'll be instrumental in optimizing processes and ensuring compliance in trading activities.

Key Responsibilities:
• Act as escalation contact for Portfolio Managers and Traders
• Consolidate multiple external data sources for accuracy




• Document changes and train team members on processes
• Identify prospects for data handling improvements
• Monitor compliance with internal procedures

Requirements:
• Bachelor’s degree in relevant fields
• Minimum of 5 years in security master experience
• Advanced expertise with Bloomberg Data and Charles River systems
• Skills in programming with Python, SQL, and VBA
• Solid analytical and communication skills

Contribute significantly to data management and trading precision at CI Financial.
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📌 Ci Financial Senior Analyst Fund Data Ontario
🏢 CI Financial
📍 Ontario