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About the Role
The CIIS Trade Support Analyst is responsible for handling mutual fund trading for the CIIS trade desk, supporting daily activities including trade allocation, rejection handling, and client inquiries.
Responsibilities
- Processing of mutual fund trades files and follow up on rejected trades
- Handling of transaction corrections and preparation of LOI’s 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
- 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
- Proficiency with Excel and Power BI.
- Python
- SQL
- VBA
- Fundserv
- CANNEX
Location
- Onsite
Work Type
- In-office
- Four days per week
Experience Level
- 1-2 years
Education Level
- CSC course considered an asset
Salary/Compensations
- $42,500 to $71,000
- Eligible for participation in a bonus program
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.
- 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.