Job Description

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.

This position requires a professional committed to providing outstanding business systems analysis supporting Corporate Applications, Internal/External system feeds to various vendors and data analytics systems. The successful candidate will be a dedicated team-oriented individual with an excellent understanding of investment management industry and the related technology.

WHAT YOU WILL DO

• Interface with ProjectTeam(s), other BSAs and developers, as well as with other technical teams, toidentify, document and manage the business requirements/specifications for various projectsand support those processes, that could be cross functional and technicallycomplex.

• Responsible and accountable for the business requirements/specifications to be complete, correct, consistent, concise, achievable and to obtain sign off from the businessstakeholders

• Establish/maintainpartnershipswith business usersin order todetermineoptimalsolutions, automationand alternatives for various business and systems needs to ensure clients make informeddecisions.

• Provide overall business/systemssupport for Production and User Acceptance Test environments.

• Ensure continued integrity of existing production systems.

• Ad-hoc reporting for business users.

• Investigative support for day-to-daysystemand business issues.

• Provide expert guidance with hands-on help where required to solve complex and challenging business problems to the satisfaction of key stakeholders.

• Set stakeholder expectations appropriately. Share complex concepts with non- technical audiences.

• Collaborate with project team on issue management and help coordinateresolution.

• Organize andparticipatein stakeholder meetings

• Initiate and lead on supportitemsand projects tied to vendors and management surrounding that

• Chair andfacilitatemeetings whereappropriateand distribute minutes toSupportteam membersand extended business teams

• Document and follow up on important actions and decisions from meetings

• Help to ensure project deadlines are met

• Undertake projectand supporttasks asrequired

• Help ensure projectand support taskadheres toJIRAframework and documentation ismaintainedappropriately

• Gather stakeholder feedback and document new requirements as user stories in JIRA

• Help to ensure stakeholder views/expectations are managed

• Facilitate meetings with thesupport andproject teamsto review/refine JIRA backlog

• Help define the sprint schedule withsupport/project team

• Report on weekly targets,anticipatedand existing blockages, progress towards project milestones

• Will function in an agile team environment and may be involved with planning and executing test casesand vendor system upgrades

WHAT YOU WILL BRING

Experience

• 5years experienceasbusinesssystems analyst or business consultant within the Investment Management or Brokerage industry.

Education/Training

• College/University graduate in Business Administration, Computer Science or equivalent.

Knowledge, Skills, and Abilities

• Extensive experience in business/systems analysis for portfolio management/back-office systems within the Investment Management industry

• Working experience with Corporate Systemsin Financealong withvendor managementan asset

• Familiarity with multi-platform environmentssuch as Windows, UNIX,Amazon AWS, Linux/REDHAT

• Good knowledge of database design,data mining, and querying using SQL

• Familiar and knowledgeable in Snowflake Databaseswould be an asset

• Strong knowledge of investment and wealth management functions: portfolio management/administration, portfolio modeling,performance accounting,performance reporting/attribution, back-office,orderand trade management

• In-depth understanding of various investment products, market practices, compliance and regulatory requirements, industry trends

• Ability toconfidently and professionally deal with vendor and employeesat a variety of levels

• Strong customer service orientation,leadershipand decision-making skills

• Creative, adaptable, resilient, self-directed, innovative, results oriented

• Excellent organizational,problem-solvingand critical thinking skills

• Superior time management skills and ability to manage multiple priorities/deadlines

• Excellent oral and written communication skills

• Ability to work independently and as a team member

• Good interpersonal and team skills

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 - $95,000. 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.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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.