ETF Analyst

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 an ETF Analyst to join our ETF Sales & Strategy team. In this role, the successful candidate is expected to collaborate and support the ETF Team in advancing ETF sales opportunities, providing analytical support, creating and maintaining marketing materials, helping with the creation and rationalization of the ETF lineup, all with the goal of growing the CI ETF business.

WHAT YOU WILL DO

• The role will support the regional sales teams and their clients on all ETF inquiries
• Be a key component in the overall ETF strategy and growth of the ETF business
• Responding to requests from sales teams regarding ETF related inquires, such as but not limited to, fund comparisons, portfolio attribution, analytics, and product and general ETF knowledge.
• Meet regularly with key internal and external stakeholders to develop business reports
• Building CI’s ETF brand and presence through in-depth analysis of CI ETF products and providing high quality of analytics and services
• Help build upon and commercialize CI’s ETF brand and presence in Canada
• Assist in creating high quality slide decks and other marketing materials for broader use by management, the sales team and clients
• Work with marketing on ETF specific campaigns and sales promotional tools 
• ETF Flows and data reporting to key stakeholders
• Assist in ad-hoc projects, acting as a general utility player as needed

WHAT YOU WILL BRING

• Keen ability to think outside the box and come up with creative solutions
• Experience in an investment or product environment is an asset
• Relevant undergraduate degree, CFA enrollment/ designation is preferred
• Excellent organizational, interpersonal, communication, writing, and presentation skills
• Strong research and analytical skills
• Strong technology skills, particularly Microsoft Excel, PowerPoint, and Morningstar Direct
• Works well under pressure, prioritizes effectively and enjoys working in a fast-paced environment

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.