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About the Role

The Analyst, Analytics & Operations will be part of a team responsible for institutional client reporting, performance measurement, and monitoring of investment funds. The role focuses on preparing and maintaining reports, calculating portfolio returns, and using performance engines to provide accurate and timely client reports.

Responsibilities

• Work independently and with senior staff to ensure timely and accurate client reports delivery across all lines of business.
• Oversee irregular performance calculation and maintenance and identify opportunities to improve internal processes.
• Identify, investigate, and resolve data discrepancies while adhering to Service Level Agreements and internal service delivery standards.
• Automate and streamline existing processes within Institutional Analytics team.
• Assist with workloads and problem resolution within the team as necessary.
• Ensure client deliverables are met while maintaining proper documentation with adherence to risk standards.
• Organize and execute plan to remediate issues.
• Interpret large amounts of data and translate the data into concise, easily understood speaking points to senior staff members.
• Participate in UAT testing for system upgrades or enhancements.
• Escalate issues where necessary to ensure a high level of service is maintained.

Requirements

• Undergraduate degree in finance, economics, business administration, or applied mathematics with a strong appetite for quantitative analysis
• Knowledge in investment performance measurement methodologies such as Time-Weighted and Money-Weighted rate of return, attribution, and contribution.
• Advanced skills in MS Office applications (i.e. Excel, Access)
• Experience with Triple A, eCiss, FactSet, Bloomberg
• Knowledge of Excel VBA, SQL, Python, Database will be considered an asset
• Passion for and understanding of investments and capital markets.
• Progress towards or completion of CFA, CIPM and FRM is an asset.
• Ability to use critical thinking skills to tackle challenging problems in an innovative way.
• Strong attention to detail and a high degree of accuracy while meeting deadlines and working under pressure.

Skills

• Quantitative analysis
• Investment performance measurement
• Time-Weighted rate of return
• Money-Weighted rate of return
• Attribution
• Contribution
• MS Office applications
• Excel
• Access
• Triple A
• eCiss
• FactSet
• Bloomberg
• Excel VBA
• SQL
• Python
• Database
• Investments
• Capital markets
• Critical thinking
• Attention to detail
• Accuracy

Location

• Onsite

Work Type

• In-office
• Full-time

Education Level

• Undergraduate degree in finance, economics, business administration, or applied mathematics

Salary/Compensations

• $55,000 to $95,000

Benefits

• 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
• 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

• We are focused on building a diverse and inclusive workforce.
• 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.