Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Analyst, Equity Capital Markets role.
Rezi rewrites your resume against CI Financial's job description. Free.
Tailor your resume to this Analyst, Equity Capital Markets role.
Rezi rewrites your resume against CI Financial's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Analyst, Equity Capital Markets posting at CI Financial — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Analyst, Equity Capital Markets posting at CI Financial — free, in seconds.
About the Role
This Analyst, Equity Capital Markets position offers a unique opportunity to join a syndication-focused ECM team that works closely with retail advisors and partner banks. The Analyst will support equity deal execution, advisor communications, and structured product initiatives. They will also contribute to product launches and marketing efforts related to structured notes.
Responsibilities
- Assist in the coordination and execution of equity offerings, including IPOs, follow-ons, and structured deals.
- Prepare and distribute syndication materials to retail advisors, such as deal summaries, pricing notices, and allocation updates.
- Support documentation, compliance, and coordination with legal, operations, and accounting teams.
- Maintain internal tracking tools for deal progress, advisor participation, and post-deal performance.
- Collaborate with partner banks on the launch of Principal-at-Risk notes, including product documentation and marketing.
- Assist in the creation of promotional materials tailored to retail distribution.
- Monitor product performance and advisor feedback to support future launches.
- Prepare briefing notes, FAQs, and educational content to support advisor communications.
- Respond to advisor inquiries regarding deal terms, timelines, and subscription processes.
- Help organize webinars, training sessions, and marketing campaigns to promote new offerings.
- Assist with advisor outreach and follow-up during live deals.
- Track market trends, investor sentiment, and comparable transactions to support origination and syndication strategy.
- Prepare internal reports summarizing deal activity, advisor engagement, and product uptake.
Requirements
- Strong organizational and communicational skills
- Strong attention to detail
Location
- Onsite
Work Type
- In-office
Education Level
- Undergrad degree in finance, economics or business related field
Salary/Compensations
- $55,000 to $75,000
Benefits
- 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.
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.