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 creative products and projects, and where employees are supported and engaged in doing so. The Financials equity research team is looking to add an Investment Analyst who can support fundamental investment research while also helping the team become more efficient and technology-enabled. They should understand stocks, financial statements, valuation, and capital markets, while also being naturally inclined to identify inefficient processes and improve them through better tools, data organization, automation, and AI-enabled workflows.

The successful candidate will work closely with senior members of the Financials team and portfolio managers, supporting research across banks, insurance companies, asset managers, exchanges, fintech companies, and other financial institutions. Conduct industry and competitive analysis. Assist in the development of investment recommendations and research reports.

Monitor company developments and identify potential investment opportunities. Support coverage of banks, insurance companies, asset managers, exchanges, fintech companies and other financial institutions. Use available technology, data tools, and AI-enabled capabilities thoughtfully to support analysis and productivity.

Partner with internal technology, data, and research-support resources to help assess and implement larger-scale solutions where appropriate. Stay informed on relevant developments in data, analytics, automation, and AI that may have practical applications for investment research. 1-3 years of experience in equity research, investment management, investment banking,



capital markets, or related fields. ~ Strong interest in equity investing and security analysis. ~ Advanced Excel proficiency. ~ Progress toward the CFA designation.

Experience applying AI tools to research, data analysis, or workflow automation.

Experience with Python, SQL, VBA, Power BI, or similar tools. This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary, this position is eligible for participation in a bonus program. health insurance coverage life and disability insurance retirement savings plans paid holidays and vacation time Training Reimbursement Corporate Discount Program Parental Leave We are focused on building a diverse and inclusive workforce.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. 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 accessible.CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. #

📌 Investment Banking Analyst, Financial Institutions (York)
🏢 CI Investments
📍 York