Equity Research Analyst
CI Investments Inc
Toronto, ON

Sentry Investment Management a CI Investments company was founded in 1997 and, through financial advisors in Canada, offers a diverse range of investment products, including domestic mutual funds, managed solutions and separately managed accounts. Sentry has an experienced team of investment professionals with diverse backgrounds and expertise, focused on delivering superior risk-adjusted returns over the long-term. We emphasize objective, independent thinking with an investment process focused on bottom-up, company-specific research.

POSITION: Equity Research Analyst
STATUS: Full Time

The successful candidate will partner with the Equity Income team and is responsible for the research and analysis of North American dividend and income-paying equity securities. The Equity Research Analyst will have a broad knowledge base across various industries, with some specific sector responsibility, in generating buy, hold and sell decisions.


Analyze financial information to determine current and future financial performance;
Generate a sound fundamental thesis for each investment position;
Develop expertise on the securities under his/her responsibility, and support other Analysts/PMs as necessary;
Perform maintenance work on securities held within the team's funds;
Build and maintain financial models for key companies in the industry universe;
Update the team accordingly with material information (i.e. Annual and Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);
Monitor operational and financial performance of the companies through financial statement analysis, management meetings, industry contacts, and conferences;
Support marketing and capital raising efforts;
Take part in presentations to Wholesalers and existing/potential clients;
Ability to present an idea to a team and defend that idea under scrutiny;
Be passionate about investing and learning about capital markets;
Ability to work under pressure and meet deadlines


Successful completion of CFA Level 1 at a minimum;
University degree preferably in Economics, Finance or Business or equivalent experience;
Minimum 2 years buy or sell-side securities analysis experience required;
Superior working knowledge of Excel, Power Point and Word;
Outstanding research capabilities: proven, in-depth analytical skills;
Excellent written /verbal communication, presentation and interpersonal skills. Must be able to work well in a team environment or independently when required


Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback

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.