Investment Policy Analyst
$42,500–$71,000 year
On-siteToronto, Ontario, Canada
Job Summary
Prepare accurate asset allocation instructions and portfolio rebalancing activities for Private Client managed portfolios. Support Investment Counsellors and Portfolio Managers by resolving trade-related inquiries, analyzing issues, and driving timely resolutions. Investigate LOI/Adjustment requests, perform market value analysis, and coordinate end-to-end correction processes with internal and external stakeholders. Review daily integrity reports to contribute to quality control and risk mitigation initiatives. Participate in special projects, process improvement activities, and User Acceptance Testing. This role requires onsite presence four days per week within CI's modern HQ near Union Station. Candidates must bring strong analytical skills, exceptional attention to detail, and at least two years of experience in financial services.
Required Qualifications
- Post-secondary education in Business, Finance or a related field, or an equivalent combination of education and experience
- Minimum 2 years of experience in the financial services industry
- Knowledge of mutual funds and investment products such as stocks, bonds, ETFs, GICs, and derivatives
- Understanding of investment management principles, portfolio construction, and asset allocation concepts
- Strong analytical, problem-solving, organizational, and communication skills
- Exceptional attention to detail and commitment to accuracy
- Ability to manage multiple priorities and thrive in a fast-paced environment with minimal supervision
- Advanced proficiency in Microsoft Excel
- In-office work model
- Onsite four days per week
Desired Qualifications
- Completion of, or progress toward, industry designations or courses (e.g. CFA, CIM, CSC)
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