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About the Role

The Financials equity research team is looking to add an Investment Analyst who can support fundamental investment research while also helping the team become more efficient and technology-enabled. The ideal candidate is a fundamental investor with strong technology fluency. They should understand stocks, financial statements, valuation, and capital markets, while also being naturally inclined to identify inefficient processes and improve them through better tools, data organization, automation, and AI-enabled workflows. The successful candidate will work closely with senior members of the Financials team and portfolio managers, supporting research across banks, insurance companies, asset managers, exchanges, fintech companies, and other financial institutions.

Responsibilities

Conduct industry and competitive analysis.
Build and maintain financial models and valuation frameworks.
Analyze quarterly earnings results and management commentary.
Assist in the development of investment recommendations and research reports.
Monitor company developments and identify potential investment opportunities.
Participate in meetings with company management teams and industry experts.
Support coverage of banks, insurance companies, asset managers, exchanges, fintech companies and other financial institutions.
Bring a technology-aware and improvement-oriented mindset to the research process.
Identify opportunities to make recurring research tasks, information gathering, and team workflows more efficient.
Use available technology, data tools, and AI-enabled capabilities thoughtfully to support analysis and productivity.
Contribute ideas for improving research organization, information retrieval, and collaboration across the team.
Partner with internal technology, data, and research-support resources to help assess and implement larger-scale solutions where appropriate.
Stay informed on relevant developments in data, analytics, automation, and AI that may have practical applications for investment research.

Requirements

1-3 years of experience in equity research, investment management, investment banking, capital markets, or related fields.
Strong interest in equity investing and security analysis.
Understanding of financial statements and valuation concepts.
Excellent analytical and communication skills.
Advanced Excel proficiency.
Demonstrated curiosity and desire to learn.
Interest in financial institutions and capital markets.
Progress toward the CFA designation.
Experience applying AI tools to research, data analysis, or workflow automation.
Familiarity with Bloomberg, FactSet, Capital IQ, or similar platforms.
Experience with Python, SQL, VBA, Power BI, or similar tools.

Skills

Technology fluency
Stock analysis
Financial statement analysis
Valuation
Capital markets knowledge
Process improvement
Data organization
Automation
AI-enabled workflows
Analytical skills
Communication skills
Excel proficiency
Curiosity
Desire to learn
Python
SQL
VBA
Power BI

Location

Onsite

Work Type

In office
Full-time

Experience Level

1-3 years

Education Level

Progress toward the CFA designation

Salary/Compensations

$115,000 to $140,000

Benefits

Bonus program
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
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.

Equal Opportunity

We are focused on building a diverse and inclusive workforce.
If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
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.