Senior Analyst, Institutional and National Accounts
Top Benefits
About the role
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 seeking a detail-oriented and process-driven Senior Analyst to join our institutional team. As Senior Analyst you will be primarily responsible for due diligence completion. You will play a critical role in supporting the firm's client requests for investment and operational due diligence questionnaires by ensuring the timely and accurate collection, review, and organization of key due diligence materials for both existing and prospective institutional and national accounts clients. This is an ideal opportunity for a professional with strong analytical and organizational skills who thrives in a collaborative, fast-paced environment.
WHAT YOU WILL DO
-
Due Diligence Support: Assist with all aspects of the production of RFIs, RFPs, DDQ requests and presentations received from existing and prospective clients.
-
Coordination: Interact and build rapport with subject matter experts from various teams within the firm such as Compliance, Investment Management, Product, Marketing and Operations, which is necessary for the completion of RFIs, RFPs, and DDQs.
-
Collaborate: Work collaboratively with Relationship Managers from our National Accounts and Institutional teams to ensure that RFPs, RFIs, and DDQs are completed diligently and on time.
-
Record Management: Ensure that all finalized DDQs, RFIs, and RFPs are uploaded to our repository platform (Loopio) and act as the in-house expert for the platform who will guide new users in navigating the site.
-
Quality Assurance: Review materials for completeness, consistency, and red flags; escalate issues to senior team members as needed.
-
Reporting: Prepare summaries, trackers, and reports to support internal meetings, investment decisions, or audit/compliance reviews.
-
Process Improvement: Contribute to the ongoing enhancement of due diligence procedures, workflows, and documentation standards.
WHAT YOU WILL BRING
-
Minimum of 2 years financial services experience, preferably in asset management, operational due diligence, investment operations, or compliance
-
Strong understanding of investment fund structures, operational controls, and the regulatory environment is a plus.
-
Excellent organizational skills and attention to detail; ability to manage multiple priorities in a deadline-driven environment.
-
Financial services designations (e.g. CFP, CIM, CFA and other CSI courses) a benefit
-
Strong written and verbal communication skills
-
Effective project and time management skills
-
Proficiency with Microsoft Office Suite, especially Excel and Word; experience with due diligence and CRM systems (e.g., Dasseti, Flowpoint, SalesForce) is an asset.
-
Post-Secondary education in Finance, Business, Accounting, Economics, or a related field
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
-
Training Reimbursement
-
Paid Professional Designations
-
Employee Savings Plan (ESP)
-
Corporate Discount Program
-
Enhanced Group Benefits
-
Parental Leave Top–Up Program
-
Fitness Membership Discounts
-
Paid Volunteer Day
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.
Senior Analyst, Institutional and National Accounts
Top Benefits
About the role
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 seeking a detail-oriented and process-driven Senior Analyst to join our institutional team. As Senior Analyst you will be primarily responsible for due diligence completion. You will play a critical role in supporting the firm's client requests for investment and operational due diligence questionnaires by ensuring the timely and accurate collection, review, and organization of key due diligence materials for both existing and prospective institutional and national accounts clients. This is an ideal opportunity for a professional with strong analytical and organizational skills who thrives in a collaborative, fast-paced environment.
WHAT YOU WILL DO
-
Due Diligence Support: Assist with all aspects of the production of RFIs, RFPs, DDQ requests and presentations received from existing and prospective clients.
-
Coordination: Interact and build rapport with subject matter experts from various teams within the firm such as Compliance, Investment Management, Product, Marketing and Operations, which is necessary for the completion of RFIs, RFPs, and DDQs.
-
Collaborate: Work collaboratively with Relationship Managers from our National Accounts and Institutional teams to ensure that RFPs, RFIs, and DDQs are completed diligently and on time.
-
Record Management: Ensure that all finalized DDQs, RFIs, and RFPs are uploaded to our repository platform (Loopio) and act as the in-house expert for the platform who will guide new users in navigating the site.
-
Quality Assurance: Review materials for completeness, consistency, and red flags; escalate issues to senior team members as needed.
-
Reporting: Prepare summaries, trackers, and reports to support internal meetings, investment decisions, or audit/compliance reviews.
-
Process Improvement: Contribute to the ongoing enhancement of due diligence procedures, workflows, and documentation standards.
WHAT YOU WILL BRING
-
Minimum of 2 years financial services experience, preferably in asset management, operational due diligence, investment operations, or compliance
-
Strong understanding of investment fund structures, operational controls, and the regulatory environment is a plus.
-
Excellent organizational skills and attention to detail; ability to manage multiple priorities in a deadline-driven environment.
-
Financial services designations (e.g. CFP, CIM, CFA and other CSI courses) a benefit
-
Strong written and verbal communication skills
-
Effective project and time management skills
-
Proficiency with Microsoft Office Suite, especially Excel and Word; experience with due diligence and CRM systems (e.g., Dasseti, Flowpoint, SalesForce) is an asset.
-
Post-Secondary education in Finance, Business, Accounting, Economics, or a related field
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
-
Training Reimbursement
-
Paid Professional Designations
-
Employee Savings Plan (ESP)
-
Corporate Discount Program
-
Enhanced Group Benefits
-
Parental Leave Top–Up Program
-
Fitness Membership Discounts
-
Paid Volunteer Day
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.