Product 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.

WHAT YOU WILL DO

• Create detailed business specifications and Term Sheets to support development of new products or enhancement of existing ones
• Support the sales and client service teams acting as a subject matter expert on CI GAM products
• Research market trends across CIs distribution channels
• Assist Product Development & Management team throughout product development life cycle
• Assist in identifying opportunities for improvements in sales execution
• Conducting market research on industry and competitor trends
• Create detailed internal communications to support various product initiatives
• Review and amend disclosure (legal)/marketing documents associated with assigned products under the guidance of the VP Product Development and Management
• Manage and update internal data collaboration platforms supporting the launch and enhancements of CI GAM products

WHAT YOU WILL BRING

• Postsecondary degree/education (a major in finance / accounting is preferred)
• Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education
• Experience in an investment or product environment is an asset
• Strong technology skills particularly Microsoft Excel PowerPoint and Morningstar Direct strong research and analytical skills
• Works well under pressure prioritizes effectively and enjoys working in a fastpaced environment
• Strong proficiency in MS products (Word PowerPoint Excel and Outlook) and thirdparty reporting tools such as (Morningstar Direct)
• Excellent communication skills

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 highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced 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 inoffice 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 Topup 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 or callext. 4747.