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About the Role

This role within CI GAM’s Investment Advisory team focuses on bridging portfolio management, sales, and marketing. The Analyst is responsible for developing clear, actionable investment messaging, supporting product positioning, and ensuring the accuracy and consistency of investment-related content. The role combines performance analysis, market research, and competitive intelligence with the creation of client- and advisor-facing materials. Acting as a key liaison across teams, the Analyst supports portfolio managers, enhances sales enablement efforts, and helps translate complex investment strategies into compelling narratives that drive engagement and sales.

Responsibilities

Support the team in coordinating and performing work amongst the various portfolio management asset class leads within the group.
Provide support to a subset of CI portfolio managers, complete research & analysis, performance reporting and service the sales team from an analytics standpoint.
Create and update content and presentations that clearly explain the people, process and philosophy of various portfolio managers.
Conceptualize, consolidate, and communicate to the national distribution team the investment strategies being used by portfolio managers in light of current economic and capital markets conditions on a regular basis.
Act as a liaison between portfolio managers and the sales department to ensure that all pertinent information is being communicated effectively and regularly - answer questions posed by sales team on funds and portfolio managers.
Assist portfolio managers and the CI sales team in the organization of and preparation for sales and marketing events.
Analyze and maintain an understanding of competitor products and create competitive analysis pieces that can be used by senior management and Sales & Marketing.
Assist product and legal in the renewal or enhancement of existing products – AIF, prospectus and other fund filings.
Input into the communication strategy and documentation regarding portfolio management team changes.
Pro-actively identify opportunities to positively position CI investment strategies in such a way to increase net sales across regions and distribution channels.
Perform and interpret fund performance analysis to communicate sources of out/underperformance relative to key competitors and benchmarks, including period commentaries.
Monitor, analyze and assess market developments and communicate timely updates on these developments and their potential impact on the assigned products.

Requirements

Must have 2-3 years of financial services experience.
3 + years of experience in the mutual fund / investment services industry.
Use Microsoft Office programs such as Excel, Word, PowerPoint and Outlook to perform, organize, summarize, present, and distribute analysis and messaging.
Summarize and simplify large bodies of complex text, audio, and video into manageable yet powerful content pieces for the sales team.
Manage a large set of often conflicting priorities and deadlines.
Work in cooperation with numerous departments and people to meet deadlines with consistent quality work.
Prepare and deliver presentations on complex topics to internal clients.

Skills

Technical knowledge and interest in investment performance measurement and attribution analysis.
Fundamental knowledge of securities analysis and portfolio management.
Strong relationship management, communication, and time management skills.
Strong creative writing skills.
Fund research tools such as Morningstar Direct to gather pertinent fund related data.

Location

Onsite

Work Type

Onsite
Full-time

Experience Level

2-3 years of financial services experience
3+ years of experience in the mutual fund / investment services industry

Education Level

University degree in the field of Business or Commerce
CFA designation or working towards the designation (beneficial, not required)
Additional industry courses and designations are beneficial but not required

Salary/Compensations

$55,000 to $95,000

Benefits

Eligible for participation in a bonus program
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays and vacation time
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

About the Company

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Since 1965, we have consistently anticipated and responded to the changing needs of investors.
We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Equal Opportunity

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
We are focused on building a diverse and inclusive workforce.