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About the Role
The CI Investment Services Inc (CIIS) Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activities including the allocation of trades, handling mutual fund rejections and handling of client inquiries.
Responsibilities
- Processing of mutual fund trades files and follow up on rejected trades
- Handling of transaction corrections and preparation of LOIs when required
- Resolving trade related inquiries in a prompt, courteous and professional manner
- Communicate and collaborate with internal teams to resolve trade related issues
- Other duties and ad hoc projects relevant to the position shall be assigned as required
Requirements
- 1-2 years experience in the financial industry, preferably experience with mutual funds
- Proficiency with Excel
- Proven analytical and investigative skills with attention to detail
- Excellent customer service skills, conflict resolution skills, written and verbal communication skills
- Ability to prioritize and multi-task in a fast-paced environment
- Self motivated but with desire to work as part of a highly cohesive team
Skills
- Excel
- Fundserv
- CANNEX
- Customer service
- Conflict resolution
- Written communication
- Verbal communication
Location
- Onsite
Work Type
- In-office
- Full-time
Experience Level
- 1-2 years
Education Level
- Canadian Investment Funds Operations course (CIFOC) or CSC course considered an asset
Salary/Compensations
- $42,500 to $71,000
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays
- Vacation time
- 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.
- Modern HQ location within walking distance from Union Station
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.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.