Mutual fund trade processing and rejection follow-up define this Trade Support Analyst role at CI Investment Services Inc. The position follows an in-office model, onsite four days weekly.

Reporting to the VP, Trading, the Trade Support Analyst supports CIIS trade desk daily activities. You will process trade files, handle corrections, resolve inquiries, and collaborate with internal teams. Excel and Power BI proficiency are required, while Python, SQL, and VBA experience is an asset.

Key Responsibilities:

- Process mutual fund trade files for the CIIS trade desk
- Follow up on rejected mutual fund trades
- Handle transaction corrections and prepare LOIs when required
- Resolve trade inquiries promptly, courteously, and professionally
- Communicate with internal teams about trade-related issues

Requirements:

- One to two years of financial industry experience
- Mutual fund experience preferred; CSC course considered an asset
- Proficiency with Excel and Power BI
- Analytical, investigative, and detail-oriented approach
- Excellent customer service and communication skills

Apply your mutual fund processing, analytical, and communication skills while supporting CIIS trading operations onsite four days weekly.

📌 Mutual Fund Trade Support Analyst (Toronto)
🏢 CI Investments
📍 Toronto