CI Financial

Investment Analyst

CI Financial$115K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree in business or equivalent experience
  • 2-5 years of investment market expertise
  • CFA designation is a plus
  • Strong passion for investing and stock selection
  • Solid understanding of financial statements and valuation concepts
  • Excellent analytical and communication skills
  • Proficient in Excel and familiar with financial platforms like Bloomberg or FactSet

Responsibilities

  • Conduct company, industry and competitive analysis
  • Build and maintain financial models and valuation frameworks
  • Analyze quarterly earnings results and management commentary
  • Assist in developing investment recommendations and research reports
  • Monitor company developments and identify potential investment opportunities
  • Participate in meetings with company management teams and industry experts

Benefits

  • Health insurance coverage
  • Wellness programs
  • Life and disability insurance
  • Retirement savings plans
  • Paid leave programs
  • Education-related programs
  • Paid holidays and vacation time
  • Many benefits fully paid or subsidized by the company
Full Job Description
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 research across the sector. 

WHAT YOU WILL DO


Investment Research 

  • Conductcompany,industryand competitive analysis.

  • Build andmaintainfinancial models and valuation frameworks.

  • Analyze quarterly earnings results and management commentary.

  • Assistin the development of investment recommendationsand 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.   

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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