Investment Analyst
CI Financial
Investment Analyst
CI Financial
Canadian asset manager growing through acquisitions
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.
The equity research team is looking to add an Investment Analyst who can support fundamental investment research in the Technology, Media and Communications sector.The ideal candidate is a fundamental investor with strong technology fluency. They should understand stocks, financial statements, valuation, and capital markets. The successful candidate will work closely with senior members of theTechnology, Media and Communications teamand portfolio managers, supporting researchacrossthe sector.
WHAT YOU WILL DO
InvestmentResearch
Conductcompany,industryand competitive analysis.
Build andmaintainfinancial models and valuation frameworks.
Analyze quarterly earnings results and management commentary.
Assistin the development of investmentrecommendationsand research reports.
Monitor company developments andidentifypotential investment opportunities.
Participate in meetings with company management teams and industry experts.
WHAT YOU WILL BRING
Completion of a 4-year university degree in a business-related subject or equivalent work experience.
Minimum2-5 years of investment marketexpertise.
Completion CFA designation is an asset.
Passion for investing and active fundamental stock selection
Understanding of financial statements and valuation concepts.
Excellent analytical,writingandoralcommunication,presentationand interpersonalskills.
Ability to take initiative, work independently and handle multiple tasks
Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
Demonstrated curiosity and desire to learn.
Advanced Excelproficiency.
Familiarity with Bloomberg, FactSet, Capital IQ, or similar platforms.
Experience with Python, SQL, VBA, Power BI, or similar toolsis an asset
This role follows ourin-officework model and requires employees to be onsite four days per week to support collaboration and business needs.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$115,000 to $140,000. 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
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.
Canadian asset manager growing through acquisitions
CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.
Explore more opportunities at CI Financial