Top Benefits
About the role
Description
About Us CI Financial is a large global asset and wealth management firm. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms. Overview We are currently seeking a 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
- 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
What We Offer
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
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 by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.
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
Description
About Us CI Financial is a large global asset and wealth management firm. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms. Overview We are currently seeking a 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
- 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
What We Offer
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
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 by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.
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.