Top Benefits
About the role
Location: Toronto, ON, Canada
Date Posted: Oct 29, 2025
Requisition ID: JR4401
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Senior Business Analyst to join our Portfolio Operations team. In this role, the successful candidate will be responsible to provide Daily Business Support for front-middle office applications, projects and workflow development pertaining to CI’s compliance, Portfolio management and portfolio operations teams.
WHAT YOU WILL DO
- Work in a dynamic, fast-paced environment, and apply expertise in various product areas to deliver high quality service.
- Develop a strong proficiency with the investment applications being utilized for trading and portfolio management, and provide day-to-day support with a focus on continual improvement in dependability and operational excellence.
- Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and to document the associated workflows.
- Assist in the implementation and support of the new middle office platform (ABOR, IBOR, PMAR)
- Establish, monitor and maintain high client satisfaction levels.
- Works closely with the project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
- Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
- Cultivate effective working relationships with CI investment management and operations, custodians, clearers, auditors, data vendors and others in the industry.
WHAT YOU WILL BRING
- Candidate with 3+ years related work experience in a similar role or supporting front office trading.
- Advanced knowledge and experience with Charles River Order Management system and Bloomberg Data.
- Experience with Investment/Accounting Book of Record systems
- Excellent communications and listening skills required to document and understand business requirements
- Strong knowledge of industry front-middle-back office practices associated with portfolio management including Fund Accountants, Custodians, Data Vendors, etc.
- Knowledge and experiences with financial markets and complex instruments
- Advance Excel Skills & working knowledge of VBA and SQL
- Effective time management and leadership skills
- The ability to work independently and within a team setting
- Solid conceptual and problem-solving skills to ascertain issues and provide recommendations
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.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Volunteer paid Days
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.
Please submit your resume in confidence 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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Top Benefits
About the role
Location: Toronto, ON, Canada
Date Posted: Oct 29, 2025
Requisition ID: JR4401
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Senior Business Analyst to join our Portfolio Operations team. In this role, the successful candidate will be responsible to provide Daily Business Support for front-middle office applications, projects and workflow development pertaining to CI’s compliance, Portfolio management and portfolio operations teams.
WHAT YOU WILL DO
- Work in a dynamic, fast-paced environment, and apply expertise in various product areas to deliver high quality service.
- Develop a strong proficiency with the investment applications being utilized for trading and portfolio management, and provide day-to-day support with a focus on continual improvement in dependability and operational excellence.
- Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and to document the associated workflows.
- Assist in the implementation and support of the new middle office platform (ABOR, IBOR, PMAR)
- Establish, monitor and maintain high client satisfaction levels.
- Works closely with the project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
- Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
- Cultivate effective working relationships with CI investment management and operations, custodians, clearers, auditors, data vendors and others in the industry.
WHAT YOU WILL BRING
- Candidate with 3+ years related work experience in a similar role or supporting front office trading.
- Advanced knowledge and experience with Charles River Order Management system and Bloomberg Data.
- Experience with Investment/Accounting Book of Record systems
- Excellent communications and listening skills required to document and understand business requirements
- Strong knowledge of industry front-middle-back office practices associated with portfolio management including Fund Accountants, Custodians, Data Vendors, etc.
- Knowledge and experiences with financial markets and complex instruments
- Advance Excel Skills & working knowledge of VBA and SQL
- Effective time management and leadership skills
- The ability to work independently and within a team setting
- Solid conceptual and problem-solving skills to ascertain issues and provide recommendations
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.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Volunteer paid Days
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.
Please submit your resume in confidence 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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.