Create a job alert

Once a day, we'll send you new jobs on Workopolis that match this search.

Manager, Office & Portfolio Administration

CI FINANCIAL

Toronto, ON, CANADA

ABOUT US

CI Investments Inc. is one of the country's largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

With over $50 billion in assets as of December 30, 2016, Signature Global Asset Management (part of CI Investments) is one of the largest independent asset managers in Canada. It invests retail mutual fund and institutional investors' capital across multi-asset mandates globally.

POSITION: Manager, Office & Portfolio Administration
LOCATION: Toronto (M5C 3G7)
STATUS: Full-time

JOB OVERVIEW

We are currently seeking a Manager, Office & Portfolio Administration to join our Signature Advisors team. In this role, the successful candidate will have 5-10 years' experience supporting senior level executives in the capital markets industry and thrives in a fast paced ever changing environment. Broad understanding of the mutual fund business would be an asset. This person will have experience in handling confidential material including compensation and must have the confidence to manage up and manage down.

WHAT YOU WILL DO

  • Support CIO and Head of Equity:
    • Proactively create and maintain effective workflow and communications
    • Manage the daily schedule of the CIO and head of equity, rationalize and prioritize competing demands from various sources from within and outside the organization
    • Communicate in person through correspondences with high level contacts inside and outside the organization such as vendors and senior leadership
    • Anticipate the needs of a large asset management team internally and with other departments in the firm
    • Innovate with technology effective ways to promote effectiveness and efficiency
    • Ensure professional representation of Signature global asset management
    • Use technology to archive and maintain and support investment professionals on administering investment rationales and ESG
    • Schedule and follow-up on action items with other team members
  • Interface with Compliance/Human resources/ Operations/Legal/Sales & Marketing:
    • Liaise with sales & marketing team as needed
    • Liaise with Human resources on all compensation, training and registration needs
    • Support compliance to ensure appropriate OSC registration
    • Coordinate and support Hong Kong office with internal departments ensuring all needs are met
    • Experience with hiring summer staff and interns
  • General Administration:
    • Manage junior administrative assistants and reception
    • Manage expenses and travel calendars build analytic reports to provide to head of equity and CIO
    • Manage all internal corporate events including budget
    • Coordinate meeting agendas and materials
    • Deal with issues and tasks on behalf of portfolio management as directed, often in high pressure situations

WHAT YOU WILL BRING

  • University degree in a related field; CSC would be ideal
  • 5 - 10 years' experience supporting senior level executives in the capital markets industry
  • Keen aptitude of capital markets with a good understanding of stocks, bonds, mutual funds, etc.
  • Advance writing and scheduling skills
  • Technically proficient (experience with Microsoft Office suite specifically Outlook, Excel, and PowerPoint
  • Must be detail oriented
  • Must be driven to achieve results

WHAT YOU CAN EXPECT FROM US

  • Collaborative and friendly team environment
  • Opportunities to develop and grow within the company
  • Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
  • Modern, conveniently-located facilities
  • Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more.

If you are a passionate, committed and dynamic individual, 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 we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.




About CI Financial

CI Financial Corp. is one of Canada's largest investment fund companies. We work to help our clients achieve financial security and realize their dreams by delivering top-quality investment services and products, and strive to make the highest ethical principles an integral part of every business transaction and relationship. An opportunity at CI Financial goes beyond ensuring the right job – we offer a challenging and rewarding environment, with the chance to bring your talent and potential to life.

Visit the website

What it's like to work at CI Financial

Who we are

At CI, our values are reflected in every aspect of working life, from career coaching that supports advancement, to appreciation events that help us balance work with play. Our employees are our single greatest asset, and we appreciate and respect their dedication and hard work by ensuring opportunity for growth, access to senior management, and an accepting work environment that champions hard work and collaboration.

Grow your career

At CI Financial, we believe the skills and hard work our team applies to every project can turn into something even greater. Whether you enter as a product specialist or accounts administrator, we invest in your growth and strive to provide useful tools like our mentorship programs and lunch and learn series, because we believe in helping you develop your talents and fulfilling your true potential.

A look inside CI Financial

image description
image description
image description
image description
image description
image description
image description
image description
image description

Benefits & Perks

Total Rewards

CI Financial provides a comprehensive set of benefits tailored to employee needs and lifestyles. We also offer unique alternative services in our extended health care plan, including chiropractic and osteopathic therapy, and access to naturopaths, physiotherapists, podiatrists, psychologists, speech therapy, and acupuncture. Additionally, our Feeling Better Now benefit supports mental health awareness.

The perfect work-life balance

Other programs we offer to help our employees strike the perfect work-life balance:

  • Employee Savings Program – contribute up to 5% of your earnings per pay period to a TFSA or RRSP account and we’ll match the contributions dollar for dollar, up to a maximum of $7,500 a year
  • Tuition Reimbursement – expand your horizons and continue learning
  • Employee Assistance Program – personal, legal and financial counseling
  • Corporate Discounts – fitness memberships, home and auto insurance and rentals, and more
  • Health & Wellness – lunch and learn events with nutritionist experts

CI Financial Testimonials

If I look at what we do for our employees, the training, the encouragement... people appreciate that. We're constantly looking to be able to promote people from within our organization.

Stephen MacPhail, President & CEO, CI Financial

CI's known for their industry leading training programs that they give to you when you start ensure that you're comfortable with and able to do your job.

Devendra , Associate Vice President, Sales

There is a great sense of team spirit, everyone pulling together with a common goal. Whether in the day to day, or faced with high pressure situations, employees understand who our client is and that we have high standards to uphold to them. It's what we're about. And that's how we do things around here.

Eduarda , Manager Marketing Support

Manager, Office & Portfolio Administration, CI FINANCIAL, Toronto, ON, CANADA