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 an Analyst, Institutional Operations to join our Institutional Operations team. Reporting to the Director, Institutional Operations, this role is responsible for day to day operational activities including cash and asset reconciliation, support for client onboarding, ad-hoc reporting, statement distribution, and close collaboration with internal partners such as Institutional Sales, Compliance, and IT to enhance operational processes.WHAT YOU WILL DO
- Perform daily cash, position, and transaction reconciliations across custodians and internal systems; investigate and resolve breaks in a timely manner.
- Support the end‑to‑end client onboarding process, including documentation review, account setup, and coordination with internal teams.
- Prepare and deliver ad hoc operational reports, data extracts, and analysis to support internal stakeholders and client needs.
- Coordinate the distribution of client statements, reports, and other periodic deliverables, ensuring accuracy and timely delivery.
- Collaborate closely with Institutional Sales, Compliance, IT, and other internal teams to streamline workflows, enhance controls, and improve operational efficiency.
- Assist with process documentation, workflow improvements, and system enhancements to support scalability and operational excellence.
- Provide ongoing operational support for institutional mandates, including monitoring account activity, validating data feeds, and escalating issues as needed.
- Contribute to operational readiness for new products, system changes, and regulatory requirements.
WHAT YOU WILL BRING
- 1–3 years of experience in the financial services industry, ideally in institutional asset management.
- Strong analytical and problem‑solving skills, with the ability to investigate issues, identify root causes, and propose practical solutions.
- Exceptional attention to detail and a commitment to accuracy in a fast‑paced, deadline‑driven environment.
- Solid understanding of investment industry operations, including reconciliation process.
- Advanced Excel skills, including experience troubleshooting or building macros in VBA; familiarity with data tools or automation platforms is an asset.
- Highly developed interpersonal and relationship‑management skills, with the ability to collaborate effectively across teams and communicate clearly with internal and external stakeholders.
- Strong organizational skills, with the ability to manage multiple priorities and adapt to evolving business needs.
- A continuous‑improvement mindset, with enthusiasm for enhancing processes, systems, and controls.
- Bachelor’s degree or higher in Finance, Accounting, Economics, or a related field.
- Completion of the CSC
- CFA or CIM designation (or progress toward one) is an asset.
- Registration as a Dealing Representative (EMD) is considered an asset.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by 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.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
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
- Paid time off for Volunteering
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 [email protected], or call 416-364-1145 ext. 4747.
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CI Financial Toronto, Ontario, CAN Office
15 York St, 2nd Floor, , Toronto, Ontario , Canada, M5J 0A3
