Shape the future of investment management as an Investment Policy Analyst with CI Financial. Contribute your analytical skills and attention to detail while working within a cooperative in-office environment.

Join CI's Private Client team to support Investment Counsellors and Portfolio Managers. You'll prepare asset allocation instructions, resolve inquiries, and coordinate complex trade analysis for high-net-worth clients. This role emphasizes collaboration and offers an opportunity for professional growth while navigating compliance standards and risk mitigation initiatives.

Key Responsibilities:
• Prepare asset allocation and portfolio rebalancing instructions
• Support Pool and Segregated portfolio model implementations
• Investigate trade-related inquiries and recommend solutions




• Perform market value analysis and coordinate corrections
• Provide timely support to Investment Counsellors and Managers

Requirements:
• Post-secondary education in Finance or related field
• Minimum 2 years in financial services industry
• Knowledge of mutual funds and investment products
• Strong analytical and organizational skills
• Advanced proficiency in Microsoft Excel

Utilize your analytical expertise and attention to detail to enhance investment policies and client support at CI Financial.
#J-18808-Ljbffr

📌 Investment Policy Analyst at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario