Senior Investment Analyst

September 5, 2025

Job Description

Description

Join to apply for the Senior Investment Analyst role at CI Financial

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. At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s). We are open to applications across different experience levels with different sector expertise but are particularly interested in those with expertise in the Utilities sector. WHAT YOU WILL DO

Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
Openly hold yourself accountable to support collective learning and continuous improvement.
Generate and manage research that supports strong alpha within the Utilities sector.
Research, analyze, and recommend investments:
Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
Perform quantitative modeling and analysis for security and industry selection
Meet with company management, industry experts, and other specialists
Document research ideas and investment rationales
Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
Communicate high conviction recommendations to the rest of the group
Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
Work closely with portfolio managers
Participate in research and process improvement initiatives on an ongoing basis.

WHAT YOU WILL BRING

A broad range of experience levels will be considered although applicants should ideally have a minimum of 5 years equity research experience (buy-side or sell-side) in the Utilities sector. Flexible compensation structure that will adjust for those applicants with more experience
Bachelors degree, or higher.
CFA designation, or commitment to obtain the CFA designation.
Ability to work within a small team of investment professionals.
High level of organizational skills.
High work ethics and determination to succeed.
A willingness to continue to learn and open to improvements in process and structure.
Good communications skills.
Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
Attention to detail and high degree of accuracy.
Ability to work independently and meet deadlines consistently.
Excellent verbal and written communications.
Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Equipment Purchase Program
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Fitness membership discounts
Volunteer paid Days

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 , or call ext. 4747.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Other

Job function

Job function

Finance and Sales

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