Investment 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 seeking a highly motivated and detail-oriented Investment Analyst to join our team. The successful candidate will be responsible for conducting financial analysis, market research, and risk assessment to support investment decision-making. This role requires strong analytical skills, financial modeling expertise, and the ability to interpret complex data to provide actionable insights.

At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s).

WHAT YOU WILL DO

• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.  
• Openly hold yourself accountable to support collective learning and continuous improvement. 
• Generate and manage research that supports strong alpha within your respective sector(s).
• Research, analyze, and recommend investments:
• Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
• Perform quantitative modeling and analysis for security and industry selection
• Meet with company management, industry experts, and other specialists
• Document research ideas and investment rationales
• Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
• Communicate high conviction recommendations to the rest of the group
• Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
• Work closely with other portfolio managers, whether sector specialists or generalists
• Participate in research and process improvement initiatives on an ongoing basis.

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WHAT YOU WILL BRING

• A broad range of experience levels will be accepted. Applicants should ideally have equity research experience (buy-side or sell-side) and/or sector specific experience in the Autos or Consumer Discretionary/Staples sectors. Flexible compensation structure that will adjust for those applicants with more experience
• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.
• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed. 
• A willingness to continue to learn and open to improvements in process and structure.
• Good communications skills. 
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Excellent verbal and written communications.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.