Join CI Financial as an Investment Policy Analyst, a pivotal role supporting our Private Client team with trade analysis and investment policy inquiries. This in-office position fosters a collaborative environment. As part of this talented team, you will prepare precise trade instructions, coordinate complex trade analyses, and ensure compliance with investment standards.

Your exceptional analytical skills and attention to detail will be pivotal in delivering outstanding service to high-net-worth clients. Key Responsibilities:

- Prepare asset allocation instructions for Private Client portfolios
- Assist with Pool and Segregated portfolio planning
- Analyze and investigate investment trade inquiries
- Coordinate the correction process with stakeholders
- Contribute to process improvement initiatives Requirements:
- Degree in Finance, Business, or equivalent experience
- 2+ years in financial services, with relevant product knowledge
- Progress towards industry designations preferred
- Robust analytical and communication abilities
- Exceptional aptitude in Microsoft Excel Utilize your analytical and detail-oriented skills to provide valuable support at CI Financial.

📌 Investment Analyst Opportunity at CI Financial (Ottawa)
🏢 CI Investments
📍 Ottawa