CI Investments Inc. is seeking a full-time IFM Associate to join their IFM team in Toronto. The successful candidate will support fund operations, manage dealer relationships, and assist in the development of the IFM and UMA platform.
Responsibilities
- Manage money moves related to fund custody accounts
- Handle trade cancellations, corrections and backdates
- Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
- Assist with quarterly compliance reporting and reviews
- Manage fund audits and regulatory filings for IIROC and the OSC
- Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
- Provide reporting to various team members and functional units within the organization
- Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
- Own and action inquiries in a timely manner
Skills
- 1-2 years of experience in the investment industry or related field
- Proficiency in Excel
- Excellent organization and communication skills
- Initiative and the ability to work independently within an overarching team structure
- Critical thinking and sound judgement
- An open mind with a desire to learn and drive business results
- Completion of the Canadian Securities Course (CSC) is an asset
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
- 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
Company Overview
Corient offers wealth management and consulting services. It was founded in 2015, and is headquartered in Miami, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://corient.com.