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.

While broad expertise is not required candidates must demonstrate strong proficiency in SQL and data fundamentals along with credible depth in investment analytics or quantitative/risk foundations(ideally both). This is a handson role involving large-scale data analytical production and close partnership with both investment and technology teams.

Key Responsibilities

Deliver DecisionUseful Insights

• Partner with Portfolio Managers and investment stakeholders to translate analytical questions into structured analyses that directly inform investment decisions.

• Investigate performance and risk outcomes; identify key drivers notable shifts anomalies and emerging themes across funds and portfolios.

Own the Data-to-Insight Workflow

• Use advanced SQL to extract join transform and validate large datasets across holdings performance risk and reference/security data.

• Build analysis-ready datasets and reusable outputs that enhance consistency efficiency and scalability.

Performance & Risk Reporting & Dashboarding

• Develop and maintain recurring performance risk product and portfolio analytics reports for investment leadership.

• Support competitive and peer analysis to inform portfolio construction and product positioning.

Enable Automation and Scalable Analytics

• Contribute to automation initiatives and tooling that enhance the efficiency and sustainability of analytics and reporting workflows.

• Support the evolution toward more technology-enabled selfserve analytics for investment and product teams.

Strengthen Data Quality and Platform Foundations

• Collaborate with data engineering and technology partners to define business logic document requirements validate implementations and drive consistency in business rules and definitions.

• Contribute to data quality checks controls and metadata/lineage improvements across analytics processes.

Conduct Targeted and Strategic Analysis

• Execute ad hoc deepdive analyses to support strategic initiatives or address questions from senior investment and product leadership.

• Communicate findings clearly with emphasis on assumptions logic and decision relevance.

Communicate and Document with Precision

• Produce clear structured documentation that is testable and implementable by data engineering teams.

• Present analytical outcomes in concise stakeholderfriendly language.

Qualifications

Required

• Bachelors degreein a relevant discipline (e.g. Finance Economics Mathematics Statistics Data Science Data Engineering) or equivalent practical experience.

• 35 yearsof relevant experience in investment analytics portfolio analytics performance/risk analytics or data-driven investment supportpreferably within an asset manager or asset owner environment.

• Advanced SQL proficiencywith the ability to independently manage large relational datasets and complex joins.

• Familiarity with market/investment data platforms.

• Strong quantitative reasoning and comfort working with imperfect or incomplete data while maintaining analytical rigor.

• Excellent attention to detail strong business logic and a high standard for accuracy and consistency.

• Strong written and verbal communication skills; effective when working across investment product and technology teams.

Assets (Nice-to-Haves)

• Experience with Snowflakeor other modern data platforms; knowledge of data warehousing concepts.

• Familiarity with factor-based risk platforms.

• Experience with Tableau or similar visualization tools.

• Programming skills (eg Python)for analytics automation or prototyping.

• Exposure to data architecture data modeling metadata lineage or data engineering workflows.

• Progress toward or completion of CFAor FRM.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69500 - $119500. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus 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 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 call ext. 4747.