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 cooperative workplace. 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