UMA Associate

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.

CI Wealth Managed Solutions Platforms provide investors direct access to some of the top asset managers in the world with a wide range of investment vehicles. As we continue to expand, we are looking for an individual who thrives in a fast-paced environment with an entrepreneurial spirit. Reporting to the Director, this role will be responsible to support the investment operations and trading of the SMA/UMA programs.

Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time UMA Associate to join our team in Toronto.

Trading
WHAT YOU WILL DO
Support the core trading and portfolio modeling responsibilities. You will interpret and execute trade instructions provided by Portfolio Managers, Third Party Sub-Advisors and Investment Advisors for CI Wealth platforms.
Order entry for stock, mutual funds, and fixed income securities.
Ensure all activities, trading and analytical are completed within company and regulatory policy.

Operations
Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. You should be comfortable multi-tasking, while completing work with a high attention to detail. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.
Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of CI Wealth Platforms. Experience using portfolio management systems or investment book of record technologies would be an asset.
You should understand financial markets, asset management and complex investment strategies. Assist with development, review, and maintenance of processes and procedures on the platforms.
Manage and participate in ad-hoc projects as needed

Client Service
Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. This includes the facilitation and triage of issues related to their advisory practice on the CI Wealth Platforms. We have a wide variety of offerings, and the incumbent should have in-depth knowledge of wealth management solutions.

What You Will Bring
Bachelor degree or relevant work experience in finance, or related fields.
Strong attention to detail
Demonstrated problem-solving skills
Highly effective teamwork and collaboration skills
Strong written and verbal communication skills
Strong skills working with business applications/technology, including Microsoft Office Suite
Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) is an asset

This role follows our in‑office work 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 $42,500 to $71,000. 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…