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 collaborative 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
• Solid 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.
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📌 Investment Policy Analyst at CI Financial (Toronto)
🏢 CI Financial
📍 Toronto