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 chance 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.

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