Join CI Financial as a Financial Analyst, offering your skills in fund oversight within a supportive and growth-oriented environment. Collaborate on innovative projects and elevate operational efficiencies.

In this role within the Fund Administration team, you will be responsible for preparing transaction files, managing fund data repositories, and providing insights into class action lawsuit claims. Your contributions will ensure adherence to fund policies and provide vital support during audits, creating a significant impact on organizational success.

Key Responsibilities:
• Prepare files for daily manual transactions
• Troubleshoot fund accounting errors with stakeholders
• Oversee fund data accuracy and completeness




• Support daily reviews of capital stock reconciliations
• Assist with internal and external inquiries

Requirements:
• Minimum of 2 years in fund industry or consulting work
• Required post-secondary degree in Accounting or Business
• Relevant certifications (IFIC or Canadian Securities Course) preferred
• Proficient in MS Excel with strong attention to detail
• Self-motivated with excellent interpersonal skills

Foster your professional development and contribute to CI Financial's success in a team-oriented atmosphere.
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📌 Financial Analyst Role with CI Financial (Ontario)
🏢 CI Financial
📍 Ontario