Managed Solutions - IFM Associate (Fixed Term)
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 reputed company 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 reputed company 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 reputed company field
- Proficiency in reputed company
- Excellent organization and communication skills
- Initiative and the ability to work independently reputed company 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 (reputed company) is an asset
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-reputed company 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