IFM Associate

CI Financial•Toronto, ON

5d•CA$42,500 - CA$71,000•Onsite

About The Position

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. We are currently hiring for a full–time IFM Associate to join the IFM team in Toronto. In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers.

Requirements

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

Nice To Haves

Completion of the Canadian Securities Course (CSC) is an asset

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